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 | Claims processing; Custodial (other t... | $30,509 |
FIRST NATIONAL TRUST COMPANY10+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $27,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,451 | $78,485-20.4% | $106,213-41.2% | $74,495-16.2% |
| Participation rate | 85.6% | 72.8%+12.8pp | 75.3%+10.3pp | 67.2%+18.4pp |
| Annual return | 10.31% | 15.95%-5.6pp | 116.14%-105.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $652 | $2,523-74.2% | $3,171-79.4% | $2,623-75.1% |
| Participant deferral / active EE | $3,382 | $4,322-21.7% | $5,016-32.6% | $4,346-22.2% |
| Admin fee / account holder | $474 | $2,232-78.8% | $11,033-95.7% | $1,942-75.6% |