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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $49,180 |
FIRST NATIONAL TRUST COMPANY3+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $21,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,735 | $46,173-11.8% | $170,442-76.1% | $69,631-41.5% |
| Participation rate | 46.2% | 63.9%-17.7pp | 83.6%-37.4pp | 70.7%-24.5pp |
| Annual return | 15.01% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,068 | $1,610-33.6% | $5,433-80.3% | $2,032-47.4% |
| Participant deferral / active EE | $2,143 | $2,080+3.0% | $4,939-56.6% | $3,224-33.5% |
| Admin fee / account holder | $437 | $116+276.5% | $13,880-96.9% | $110+295.4% |