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 | Sub-transfer agency fees; Custodial (... | $60,351 |
JFS WEALTH ADVISORS3 years Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $29,418 |
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 | $110,363 | $64,707+70.6% | $112,228-1.7% | $68,494+61.1% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -16.61% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,345 | $2,746-14.6% | $3,635-35.5% | $2,596-9.7% |
| Participant deferral / active EE | $12,450 | $3,565+249.2% | $4,728+163.3% | $4,027+209.2% |
| Admin fee / account holder | $632 | $5,232-87.9% | $6,410-90.1% | $5,403-88.3% |