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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $75,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,917 | $98,982+177.7% | $162,163+69.5% | $65,185+321.8% |
| Participation rate | 99.0% | 85.8%+13.2pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 20.18% | 24.84%-4.7pp | 115.59%-95.4pp | 29.38%-9.2pp |
| Employer contribution / active EE | $10,540 | $3,467+204.0% | $5,614+87.8% | $2,177+384.2% |
| Participant deferral / active EE | $7,504 | $5,384+39.4% | $7,298+2.8% | $3,514+113.5% |
| Admin fee / account holder | $491 | $596-17.7% | $10,843-95.5% | $847-42.0% |