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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $25,226 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,753 |
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 | $43,624 | $42,127+3.6% | $84,966-48.7% | $106,382-59.0% |
| Participation rate | 0.5% | 36.6%-36.1pp | 67.5%-67.1pp | 69.9%-69.4pp |
| Annual return | 12.76% | 36.21%-23.5pp | 66.38%-53.6pp | 17.37%-4.6pp |
| Employer contribution / active EE | $0 | $825-100.0% | $2,727-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $10 | $2,066-99.5% | $4,519-99.8% | $5,569-99.8% |
| Admin fee / account holder | $281 | $114+147.7% | $6,149-95.4% | $79+254.8% |