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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: FRENDEL, BROWN & WEISSMAN LLP Service code 10 · EIN 13-2907212 | Accounting | $25,000 |
STANCORP FINANCIAL GROUP9+ years Filed as: STANCORP FINANCIAL SERVICES Service code 19 | Securities Custodian | $23,728 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $4,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,103 | $82,978+73.7% | $129,995+10.9% | $71,457+101.7% |
| Participation rate | 96.8% | 74.1%+22.7pp | 78.5%+18.3pp | 67.9%+28.9pp |
| Annual return | 17.02% | 20.60%-3.6pp | -137.18%+154.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,346 | $2,622-10.5% | $4,320-45.7% | $2,588-9.3% |
| Participant deferral / active EE | $5,276 | $4,432+19.0% | $5,820-9.4% | $4,289+23.0% |
| Admin fee / account holder | $303 | $1,729-82.5% | $10,614-97.1% | $1,587-80.9% |