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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $46,567 |
SENSIBA SAN FILIPPO LLP2 years Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $16,650 |
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.
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 | $77,706 | $102,317-24.1% | $146,958-47.1% | $80,856-3.9% |
| Participation rate | 41.3% | 75.8%-34.5pp | 82.2%-40.9pp | 67.6%-26.3pp |
| Annual return | 13.35% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $8,488 | $3,713+128.6% | $4,933+72.1% | $2,755+208.1% |
| Participant deferral / active EE | $1,461 | $6,644-78.0% | $8,070-81.9% | $4,296-66.0% |
| Admin fee / account holder | $190 | $7,941-97.6% | $12,998-98.5% | $6,918-97.3% |