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 | Claims processing; Custodial (other t... | $63,926 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Filed as: CHARLES SCHWAB 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,877 | $49,451-19.4% | $79,550-49.9% | $66,914-40.4% |
| Participation rate | 99.5% | 61.3%+38.2pp | 69.5%+30.0pp | 69.8%+29.7pp |
| Annual return | -18.98% | 84.25%-103.2pp | 0.16%-19.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $785 | $1,266-38.0% | $2,413-67.5% | $2,544-69.2% |
| Participant deferral / active EE | $5,683 | $3,159+79.9% | $3,985+42.6% | $4,237+34.1% |
| Admin fee / account holder | $302 | $595-49.2% | $6,832-95.6% | $593-49.1% |