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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,665 |
JFS WEALTH ADVISORS5 years Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $32,749 |
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 | $162,421 | $81,460+99.4% | $103,333+57.2% | $80,856+100.9% |
| Participation rate | 95.3% | 66.8%+28.4pp | 74.5%+20.8pp | 67.6%+27.7pp |
| Annual return | 13.33% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,219 | $3,105-28.5% | $3,868-42.6% | $2,755-19.4% |
| Participant deferral / active EE | $12,957 | $3,869+234.9% | $5,057+156.2% | $4,296+201.6% |
| Admin fee / account holder | $781 | $6,566-88.1% | $8,355-90.6% | $6,918-88.7% |