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 GROUP9+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $22,207 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,715 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,623 | $36,953-3.6% | $80,569-55.8% | $96,393-63.0% |
| Participation rate | 0.5% | 33.6%-33.1pp | 67.0%-66.5pp | 71.3%-70.8pp |
| Annual return | 16.70% | 36.74%-20.0pp | 935.43%-918.7pp | 22.88%-6.2pp |
| Employer contribution / active EE | $0 | $774-100.0% | $2,723-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $21 | $1,941-98.9% | $4,447-99.5% | $5,455-99.6% |
| Admin fee / account holder | $224 | $115+94.4% | $5,377-95.8% | $74+202.6% |