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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,792 |
EVERENCE TRUST COMPANY1+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $33,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,742 | $37,117+66.3% | $147,614-58.2% | $55,191+11.9% |
| Participation rate | 35.3% | 63.6%-28.3pp | 84.6%-49.4pp | 69.2%-33.9pp |
| Annual return | 1.00% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $832 | $1,620-48.7% | $5,564-85.1% | $1,899-56.2% |
| Participant deferral / active EE | $1,421 | $1,985-28.4% | $4,895-71.0% | $3,046-53.3% |
| Admin fee / account holder | $323 | $86+277.8% | $11,611-97.2% | $91+256.1% |