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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $62,377 |
FIRST NATIONAL TRUST COMPANY10+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $57,457 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,749 | $101,317+129.7% | $146,958+58.4% | $74,495+212.4% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 12.10% | 8730.91%-8718.8pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,903 | $3,810+28.7% | $4,933-0.6% | $2,623+86.9% |
| Participant deferral / active EE | $7,940 | $7,303+8.7% | $8,070-1.6% | $4,346+82.7% |
| Admin fee / account holder | $499 | $1,739-71.3% | $12,998-96.2% | $1,942-74.3% |