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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $28,383 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,631 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,506 | $35,293-13.6% | $77,024-60.4% | $89,394-65.9% |
| Participation rate | 0.6% | 31.3%-30.7pp | 67.9%-67.3pp | 71.3%-70.7pp |
| Annual return | -15.72% | -5.92%-9.8pp | 42.32%-58.0pp | -11.89%-3.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $2,812-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $24 | $1,764-98.6% | $4,426-99.5% | $5,123-99.5% |
| Admin fee / account holder | $231 | $105+120.2% | $5,425-95.7% | $79+191.2% |