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 | Claims processing; Custodial (other t... | $38,656 |
MARK ANDERSON, CPA1 year Service code 10 · EIN 46-1376748 | Accounting | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,972 | $46,072-24.1% | $70,014-50.0% | $55,167-36.6% |
| Participation rate | 50.5% | 67.5%-16.9pp | 71.8%-21.3pp | 69.0%-18.5pp |
| Annual return | 6.47% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $237 | $1,500-84.2% | $2,338-89.9% | $1,963-87.9% |
| Participant deferral / active EE | $1,260 | $2,344-46.2% | $2,931-57.0% | $3,054-58.7% |
| Admin fee / account holder | $83 | $428-80.6% | $4,380-98.1% | $504-83.5% |