See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Record... | $29,485 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,430 |
Service code 70 · EIN 26-1570786 | Consulting Fees | $3,366 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,982 | $44,989-68.9% | $170,442-91.8% | $77,958-82.1% |
| Participation rate | 7.5% | 64.6%-57.1pp | 83.6%-76.1pp | 71.6%-64.1pp |
| Annual return | 33.60% | 19.61%+14.0pp | 205.93%-172.3pp | 20.87%+12.7pp |
| Employer contribution / active EE | $1 | $1,466-99.9% | $5,433-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $214 | $2,208-90.3% | $4,939-95.7% | $3,537-94.0% |
| Admin fee / account holder | $128 | $69+85.0% | $13,880-99.1% | $97+31.0% |