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... | $20,101 |
DAVINCI CAPITAL MANAGEMENT5 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 04-2530412 | Advisory (Plan) | $18,576 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $8,070 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,999 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,597 | $54,701-18.5% | $86,188-48.3% | $71,457-37.6% |
| Participation rate | 60.0% | 60.1%-0.1pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | 15.86% | 20.06%-4.2pp | 1168.45%-1152.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $320 | $1,265-74.7% | $2,380-86.6% | $2,588-87.6% |
| Participant deferral / active EE | $3,246 | $3,108+4.4% | $3,985-18.5% | $4,289-24.3% |
| Admin fee / account holder | $361 | $1,922-81.2% | $6,852-94.7% | $1,587-77.3% |