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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $70,095 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,728 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,409 |
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 | $40,384 | $47,126-14.3% | $149,673-73.0% | $74,419-45.7% |
| Participation rate | 50.8% | 63.4%-12.6pp | 78.8%-28.0pp | 70.7%-20.0pp |
| Annual return | 11.26% | 22.75%-11.5pp | 134.42%-123.2pp | 34.38%-23.1pp |
| Employer contribution / active EE | $898 | $1,905-52.9% | $4,818-81.4% | $2,637-66.0% |
| Participant deferral / active EE | $2,981 | $2,728+9.3% | $5,680-47.5% | $4,528-34.2% |
| Admin fee / account holder | $301 | $343-12.3% | $13,210-97.7% | $348-13.6% |