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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $64,820 |
FIRST NATIONAL TRUST COMPANY6+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $27,486 |
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 | $49,869 | $52,293-4.6% | $178,490-72.1% | $73,409-32.1% |
| Participation rate | 47.8% | 65.3%-17.5pp | 81.9%-34.1pp | 72.2%-24.4pp |
| Annual return | 14.74% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,223 | $1,735-29.5% | $5,011-75.6% | $2,234-45.3% |
| Participant deferral / active EE | $2,567 | $2,332+10.1% | $5,202-50.7% | $3,805-32.5% |
| Admin fee / account holder | $504 | $127+296.1% | $13,984-96.4% | $158+219.5% |