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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,404 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $32,281 |
BAUM, SMITH & CLEMENS, LLP6+ years Service code 10 · EIN 23-2315910 | Accounting | $11,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,607 | $59,263+29.3% | $96,562-20.7% | $79,386-3.5% |
| Participation rate | 65.5% | 61.9%+3.6pp | 69.8%-4.3pp | 70.7%-5.2pp |
| Annual return | 40.80% | 27.07%+13.7pp | 37.78%+3.0pp | 116.85%-76.0pp |
| Employer contribution / active EE | $785 | $1,216-35.4% | $2,356-66.7% | $2,427-67.7% |
| Participant deferral / active EE | $1,269 | $2,948-57.0% | $3,849-67.0% | $4,046-68.6% |
| Admin fee / account holder | $394 | $658-40.1% | $6,181-93.6% | $626-37.1% |