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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $66,285 |
FIRST NATIONAL TRUST COMPANY8+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $56,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,130 | $84,487+149.9% | $125,339+68.4% | $66,914+215.5% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -14.79% | -8.39%-6.4pp | 572.05%-586.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,227 | $3,553+19.0% | $4,814-12.2% | $2,544+66.1% |
| Participant deferral / active EE | $8,143 | $6,781+20.1% | $7,446+9.4% | $4,237+92.2% |
| Admin fee / account holder | $488 | $685-28.7% | $10,010-95.1% | $593-17.7% |