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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,616 |
JFS WEALTH ADVISORS4 years Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $28,386 |
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 | $144,600 | $73,933+95.6% | $96,683+49.6% | $75,163+92.4% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | 18.53% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,613 | $2,928-10.8% | $3,737-30.1% | $2,670-2.1% |
| Participant deferral / active EE | $14,862 | $3,659+306.2% | $4,878+204.7% | $4,125+260.3% |
| Admin fee / account holder | $688 | $5,216-86.8% | $6,730-89.8% | $5,651-87.8% |