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 4-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+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $78,662 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,855 | $82,202+27.6% | $125,339-16.3% | $64,808+61.8% |
| Participation rate | 98.7% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -9.31% | 3.48%-12.8pp | 572.05%-581.4pp | 32.82%-42.1pp |
| Employer contribution / active EE | $7,915 | $3,615+118.9% | $4,814+64.4% | $2,506+215.9% |
| Participant deferral / active EE | $9,592 | $7,175+33.7% | $7,446+28.8% | $4,310+122.5% |
| Admin fee / account holder | $122 | $163-25.3% | $10,010-98.8% | $188-35.1% |