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 | Custodial (other than securities); Di... | $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 | $78,483-20.4% | $106,201-41.2% | $74,546-16.2% |
| Participation rate | 85.6% | 72.8%+12.8pp | 75.3%+10.3pp | 67.2%+18.4pp |
| Annual return | 10.31% | 15.94%-5.6pp | 116.26%-106.0pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $652 | $2,522-74.1% | $3,170-79.4% | $2,624-75.2% |
| Participant deferral / active EE | $3,382 | $4,320-21.7% | $5,012-32.5% | $4,347-22.2% |
| Admin fee / account holder | $474 | $2,236-78.8% | $11,039-95.7% | $1,944-75.6% |