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 9-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 | Claims processing; Sub-transfer agenc... | $16,005 |
Filed as: RAYMOND JAMES FINANCIAL ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,388 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,336 | $65,061-59.5% | $143,757-81.7% | $66,914-60.6% |
| Participation rate | 47.4% | 65.2%-17.8pp | 80.3%-32.9pp | 69.8%-22.4pp |
| Annual return | -15.76% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $440 | $2,361-81.4% | $4,951-91.1% | $2,544-82.7% |
| Participant deferral / active EE | $1,392 | $2,919-52.3% | $5,637-75.3% | $4,237-67.1% |
| Admin fee / account holder | $315 | $502-37.2% | $14,673-97.9% | $593-46.8% |