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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $67,186 |
FIRST NATIONAL TRUST COMPANY11+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $59,882 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,293 | $100,923+153.9% | $150,045+70.8% | $74,304+244.9% |
| Participation rate | 94.9% | 70.1%+24.9pp | 82.3%+12.6pp | 60.3%+34.6pp |
| Annual return | 14.11% | 51.77%-37.7pp | 62.55%-48.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $5,547 | $3,463+60.2% | $4,693+18.2% | $2,241+147.5% |
| Participant deferral / active EE | $8,494 | $6,709+26.6% | $7,997+6.2% | $3,767+125.5% |
| Admin fee / account holder | $517 | $2,767-81.3% | $13,435-96.2% | $2,969-82.6% |