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 8-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 |
|---|---|---|
Service code 27 · EIN 92-0357111 | Advisory (Plan) | $16,393 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $9,850 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,213 | $48,795+19.3% | $65,493-11.1% | $84,808-31.4% |
| Participation rate | 81.1% | 67.0%+14.1pp | 73.1%+8.0pp | 68.3%+12.7pp |
| Annual return | 10.90% | 20.20%-9.3pp | 982.45%-971.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,469 | $1,930+28.0% | $2,574-4.1% | $2,631-6.1% |
| Participant deferral / active EE | $3,878 | $2,928+32.4% | $3,961-2.1% | $4,212-7.9% |
| Admin fee / account holder | $319 | $3,877-91.8% | $5,028-93.7% | $7,344-95.7% |