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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,471 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $31,947 |
BAUM, SMITH & CLEMENS, LLP7+ years Service code 10 · EIN 23-2315910 | Accounting | $5,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,686 | $49,451+30.8% | $79,550-18.7% | $66,914-3.3% |
| Participation rate | 80.5% | 61.3%+19.1pp | 69.5%+11.0pp | 69.8%+10.7pp |
| Annual return | 2.79% | 84.25%-81.5pp | 0.16%+2.6pp | 1.58%+1.2pp |
| Employer contribution / active EE | $655 | $1,266-48.2% | $2,413-72.9% | $2,544-74.3% |
| Participant deferral / active EE | $1,519 | $3,159-51.9% | $3,985-61.9% | $4,237-64.1% |
| Admin fee / account holder | $377 | $595-36.5% | $6,832-94.5% | $593-36.4% |