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 |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $31,929 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $25,163 |
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 | $125,570 | $98,982+26.9% | $162,163-22.6% | $65,185+92.6% |
| Participation rate | 96.2% | 85.8%+10.4pp | 87.6%+8.6pp | 70.2%+26.0pp |
| Annual return | 23.28% | 24.84%-1.6pp | 115.59%-92.3pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,865 | $3,467-17.4% | $5,614-49.0% | $2,177+31.6% |
| Participant deferral / active EE | $10,356 | $5,384+92.3% | $7,298+41.9% | $3,514+194.7% |
| Admin fee / account holder | $438 | $596-26.6% | $10,843-96.0% | $847-48.3% |