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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,005 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,315 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,891 | $46,292-20.3% | $143,757-74.3% | $64,808-43.1% |
| Participation rate | 52.7% | 64.2%-11.5pp | 80.3%-27.6pp | 71.5%-18.7pp |
| Annual return | -11.44% | -10.05%-1.4pp | -0.04%-11.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $894 | $1,910-53.2% | $4,951-81.9% | $2,506-64.3% |
| Participant deferral / active EE | $2,934 | $2,646+10.9% | $5,637-48.0% | $4,310-31.9% |
| Admin fee / account holder | $350 | $154+127.4% | $14,673-97.6% | $188+86.2% |