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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $55,376 |
FIRST NATIONAL TRUST COMPANY5+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $42,441 |
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.
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 | $221,124 | $89,652+146.6% | $141,162+56.6% | $65,185+239.2% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.5%+16.3pp | 70.2%+28.5pp |
| Annual return | 20.27% | 32.79%-12.5pp | 71.39%-51.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $4,487 | $3,065+46.4% | $4,735-5.2% | $2,177+106.1% |
| Participant deferral / active EE | $7,390 | $5,691+29.9% | $6,709+10.1% | $3,514+110.3% |
| Admin fee / account holder | $450 | $569-20.9% | $10,261-95.6% | $847-46.9% |