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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,628 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,562 | $56,485-28.2% | $185,823-78.2% | $86,799-53.3% |
| Participation rate | 52.3% | 65.5%-13.2pp | 81.7%-29.4pp | 72.3%-20.0pp |
| Annual return | 8.04% | 118.04%-110.0pp | 122.05%-114.0pp | 97.91%-89.9pp |
| Employer contribution / active EE | $1,012 | $1,843-45.1% | $5,167-80.4% | $2,405-57.9% |
| Participant deferral / active EE | $2,626 | $2,553+2.9% | $5,568-52.8% | $4,131-36.4% |
| Admin fee / account holder | $339 | $150+126.8% | $16,237-97.9% | $170+100.1% |