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; Claims ... | $35,832 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,538 | $52,293-32.0% | $178,490-80.1% | $73,409-51.6% |
| Participation rate | 60.0% | 65.3%-5.4pp | 81.9%-22.0pp | 72.2%-12.2pp |
| Annual return | 3.64% | 34.75%-31.1pp | 151.07%-147.4pp | 59.29%-55.7pp |
| Employer contribution / active EE | $788 | $1,735-54.6% | $5,011-84.3% | $2,234-64.7% |
| Participant deferral / active EE | $2,327 | $2,332-0.2% | $5,202-55.3% | $3,805-38.9% |
| Admin fee / account holder | $149 | $127+16.9% | $13,984-98.9% | $158-5.7% |