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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $59,161 |
FIRST NATIONAL TRUST COMPANY5+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $24,680 |
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 | $45,175 | $62,928-28.2% | $172,739-73.8% | $67,579-33.2% |
| Participation rate | 50.5% | 64.5%-14.0pp | 82.6%-32.1pp | 71.3%-20.8pp |
| Annual return | 32.57% | 30.36%+2.2pp | 802.84%-770.3pp | 378.56%-346.0pp |
| Employer contribution / active EE | $1,248 | $1,636-23.7% | $5,143-75.7% | $2,148-41.9% |
| Participant deferral / active EE | $2,370 | $2,145+10.5% | $5,198-54.4% | $3,539-33.0% |
| Admin fee / account holder | $434 | $167+160.7% | $13,954-96.9% | $142+205.3% |