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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $57,448 |
JFS WEALTH ADVISORS1 year Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $25,378 |
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 | $139,679 | $72,277+93.3% | $101,248+38.0% | $79,858+74.9% |
| Participation rate | 94.8% | 68.5%+26.3pp | 75.8%+19.0pp | 69.6%+25.2pp |
| Annual return | 23.37% | 22.30%+1.1pp | 46.47%-23.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $653 | $2,692-75.7% | $3,660-82.2% | $2,471-73.6% |
| Participant deferral / active EE | $9,337 | $3,282+184.5% | $4,370+113.7% | $3,740+149.7% |
| Admin fee / account holder | $631 | $4,400-85.7% | $5,945-89.4% | $5,306-88.1% |