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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $50,628 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,955 |
BAUM, SMITH & CLEMENS, LLP10+ years Service code 10 · EIN 23-2315910 | Accounting | $13,099 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $10,528 |
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.
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 | $57,526 | $66,098-13.0% | $101,794-43.5% | $74,304-22.6% |
| Participation rate | 73.0% | 53.8%+19.2pp | 69.2%+3.8pp | 60.3%+12.6pp |
| Annual return | 3.65% | 19.59%-15.9pp | 30.53%-26.9pp | 29.43%-25.8pp |
| Employer contribution / active EE | $157 | $1,082-85.5% | $2,289-93.2% | $2,241-93.0% |
| Participant deferral / active EE | $1,407 | $2,781-49.4% | $4,084-65.6% | $3,767-62.7% |
| Admin fee / account holder | $432 | $4,146-89.6% | $8,777-95.1% | $2,969-85.4% |