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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $25,628 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,656 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,507 | $50,666-20.1% | $76,817-47.3% | $65,185-37.9% |
| Participation rate | 47.8% | 68.8%-21.0pp | 72.1%-24.3pp | 70.2%-22.4pp |
| Annual return | 23.54% | 28.51%-5.0pp | 1166.11%-1142.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $298 | $1,575-81.1% | $2,302-87.1% | $2,177-86.3% |
| Participant deferral / active EE | $1,765 | $2,647-33.3% | $3,336-47.1% | $3,514-49.8% |
| Admin fee / account holder | $259 | $463-44.0% | $6,420-96.0% | $847-69.4% |