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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,855 |
EVERENCE TRUST COMPANY2+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $33,101 |
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 | $65,090 | $36,916+76.3% | $156,549-58.4% | $57,658+12.9% |
| Participation rate | 39.3% | 63.4%-24.2pp | 84.0%-44.8pp | 70.2%-31.0pp |
| Annual return | 6.72% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $917 | $1,571-41.6% | $5,501-83.3% | $1,974-53.5% |
| Participant deferral / active EE | $1,599 | $1,926-17.0% | $4,871-67.2% | $3,061-47.8% |
| Admin fee / account holder | $316 | $82+283.3% | $13,027-97.6% | $95+234.4% |