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) | $46,610 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $43,320 |
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 | $168,219 | $130,194+29.2% | $169,993-1.0% | $71,457+135.4% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 19.76% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,983 | $4,381-31.9% | $6,785-56.0% | $2,588+15.3% |
| Participant deferral / active EE | $13,541 | $6,923+95.6% | $10,408+30.1% | $4,289+215.7% |
| Admin fee / account holder | $451 | $966-53.3% | $12,815-96.5% | $1,587-71.6% |