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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,402 |
JFS WEALTH ADVISORS2 years Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $31,651 |
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 | $140,349 | $77,660+80.7% | $109,143+28.6% | $79,386+76.8% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.1pp | 70.7%+26.3pp |
| Annual return | 12.97% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,249 | $2,797-55.4% | $3,722-66.4% | $2,427-48.6% |
| Participant deferral / active EE | $10,232 | $3,518+190.9% | $4,653+119.9% | $4,046+152.9% |
| Admin fee / account holder | $687 | $732-6.2% | $6,752-89.8% | $626+9.7% |