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 | Direct payment from the plan; Distrib... | $18,823 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $11,010 |
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 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 | $29,522 | $46,732-36.8% | $156,549-81.1% | $55,167-46.5% |
| Participation rate | 44.9% | 65.8%-20.9pp | 84.0%-39.1pp | 69.0%-24.1pp |
| Annual return | 4.82% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $661 | $2,105-68.6% | $5,501-88.0% | $1,963-66.3% |
| Participant deferral / active EE | $914 | $2,204-58.5% | $4,871-81.2% | $3,054-70.1% |
| Admin fee / account holder | $368 | $418-12.0% | $13,027-97.2% | $504-26.9% |