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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $28,953 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,062 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 59 | Shareholder Servicing | $1,076 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $84 |
STANDARD RETIREMENT SERVICES7 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $31,132 | $183,519-83.0% | $155,509-80.0% | $145,922-78.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.10% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,340 | $5,313-37.1% | $4,672-28.5% | $4,660-28.3% |
| Participant deferral / active EE | $8,953 | $6,462+38.5% | $5,626+59.1% | $6,688+33.9% |
| Admin fee / account holder | $383 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |