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 6-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... | $48,632 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,523 | $52,953+155.9% | $172,739-21.5% | $65,185+107.9% |
| Participation rate | 85.0% | 66.2%+18.8pp | 82.6%+2.4pp | 70.2%+14.8pp |
| Annual return | 23.92% | 30.12%-6.2pp | 802.84%-778.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $14,979 | $2,190+584.1% | $5,143+191.3% | $2,177+588.2% |
| Participant deferral / active EE | $1,394 | $2,471-43.6% | $5,198-73.2% | $3,514-60.3% |
| Admin fee / account holder | $413 | $472-12.6% | $13,954-97.0% | $847-51.3% |