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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $49,659 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $32,604 |
BAUM, SMITH & CLEMENS, LLP8+ years Service code 10 · EIN 23-2315910 | Accounting | $18,600 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,579 | $54,701+1.6% | $86,188-35.5% | $71,457-22.2% |
| Participation rate | 82.8% | 60.1%+22.7pp | 69.0%+13.8pp | 67.9%+14.9pp |
| Annual return | -6.89% | 20.06%-27.0pp | 1168.45%-1175.3pp | 28.85%-35.7pp |
| Employer contribution / active EE | $156 | $1,265-87.6% | $2,380-93.4% | $2,588-94.0% |
| Participant deferral / active EE | $1,610 | $3,108-48.2% | $3,985-59.6% | $4,289-62.5% |
| Admin fee / account holder | $417 | $1,922-78.3% | $6,852-93.9% | $1,587-73.7% |