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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,728 |
DAVINCI CAPITAL MANAGEMENT4 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 04-2530412 | Advisory (Plan) | $19,545 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $9,971 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,162 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,998 | $49,451-5.0% | $79,550-40.9% | $66,914-29.8% |
| Participation rate | 48.7% | 61.3%-12.7pp | 69.5%-20.8pp | 69.8%-21.1pp |
| Annual return | -21.13% | 84.25%-105.4pp | 0.16%-21.3pp | 1.58%-22.7pp |
| Employer contribution / active EE | $340 | $1,266-73.1% | $2,413-85.9% | $2,544-86.6% |
| Participant deferral / active EE | $3,057 | $3,159-3.2% | $3,985-23.3% | $4,237-27.8% |
| Admin fee / account holder | $530 | $595-10.9% | $6,832-92.2% | $593-10.7% |