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 Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $22,432 |
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $18,077 |
STANCORP FINANCIAL GROUP5+ years Service code 19 | Securities Custodian | $6,861 |
FRUTH & COMPANY5+ years Service code 10 · EIN 34-1323165 | Accounting | $6,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,673 | $65,376+5.0% | $87,100-21.2% | $65,185+5.4% |
| Participation rate | 88.2% | 75.3%+12.9pp | 76.9%+11.4pp | 70.2%+18.0pp |
| Annual return | 18.77% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $739 | $1,822-59.4% | $2,521-70.7% | $2,177-66.0% |
| Participant deferral / active EE | $2,849 | $3,388-15.9% | $4,049-29.6% | $3,514-18.9% |
| Admin fee / account holder | $421 | $520-19.0% | $7,497-94.4% | $847-50.3% |