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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $35,793 |
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $35,041 |
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 | $155,479 | $136,307+14.1% | $177,821-12.6% | $73,488+111.6% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.4pp | 70.7%+26.5pp |
| Annual return | 19.05% | 18.68%+0.4pp | 48.32%-29.3pp | 28.51%-9.5pp |
| Employer contribution / active EE | $2,870 | $3,712-22.7% | $5,918-51.5% | $2,270+26.4% |
| Participant deferral / active EE | $10,750 | $5,829+84.4% | $7,714+39.4% | $3,740+187.5% |
| Admin fee / account holder | $423 | $596-29.0% | $12,427-96.6% | $513-17.6% |