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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $60,772 |
FIRST NATIONAL TRUST COMPANY9+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $55,134 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,342 | $91,407+156.4% | $135,903+72.4% | $71,457+227.9% |
| Participation rate | 89.6% | 75.7%+13.9pp | 81.9%+7.7pp | 67.9%+21.6pp |
| Annual return | 14.70% | 29.90%-15.2pp | 68.23%-53.5pp | 28.85%-14.1pp |
| Employer contribution / active EE | $4,128 | $3,703+11.5% | $4,856-15.0% | $2,588+59.5% |
| Participant deferral / active EE | $8,007 | $7,092+12.9% | $7,758+3.2% | $4,289+86.7% |
| Admin fee / account holder | $520 | $1,266-58.9% | $10,762-95.2% | $1,587-67.3% |