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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $66,459 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,333 | $137,414+128.0% | $189,513+65.3% | $85,850+265.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.67% | 38.14%-27.5pp | 555.15%-544.5pp | 318.53%-307.9pp |
| Employer contribution / active EE | $11,395 | $4,344+162.3% | $6,162+84.9% | $2,565+344.2% |
| Participant deferral / active EE | $8,944 | $6,260+42.9% | $8,221+8.8% | $3,952+126.3% |
| Admin fee / account holder | $404 | $8,630-95.3% | $12,045-96.6% | $6,260-93.5% |