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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $23,720 |
DAVINCI CAPITAL MANAGEMENT6 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 04-2530412 | Advisory (Plan) | $20,894 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $8,484 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,424 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,476 | $59,417-31.9% | $93,606-56.8% | $74,495-45.7% |
| Participation rate | 65.7% | 59.7%+6.0pp | 68.7%-3.1pp | 67.2%-1.5pp |
| Annual return | 11.58% | 81.83%-70.3pp | 133.20%-121.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $451 | $1,264-64.3% | $2,420-81.3% | $2,623-82.8% |
| Participant deferral / active EE | $3,558 | $3,050+16.7% | $4,411-19.3% | $4,346-18.1% |
| Admin fee / account holder | $359 | $3,021-88.1% | $8,285-95.7% | $1,942-81.5% |