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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $47,056 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,241 |
CETERA ADVISOR NETWORKS LLC9+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $16,368 |
BAUM, SMITH & CLEMENS, LLP9+ years Service code 10 · EIN 23-2315910 | Accounting | $12,700 |
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.)
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 | $69,958 | $59,417+17.7% | $93,606-25.3% | $74,495-6.1% |
| Participation rate | 77.8% | 59.7%+18.2pp | 68.7%+9.1pp | 67.2%+10.6pp |
| Annual return | 19.53% | 81.83%-62.3pp | 133.20%-113.7pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $148 | $1,264-88.3% | $2,420-93.9% | $2,623-94.4% |
| Participant deferral / active EE | $1,508 | $3,050-50.6% | $4,411-65.8% | $4,346-65.3% |
| Admin fee / account holder | $410 | $3,021-86.4% | $8,285-95.0% | $1,942-78.9% |