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 Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $22,740 |
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $18,055 |
STANCORP FINANCIAL GROUP6+ years Service code 19 | Securities Custodian | $8,166 |
FRUTH & COMPANY6+ years Service code 10 · EIN 34-1323165 | Accounting | $6,700 |
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.)
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 | $77,808 | $73,638+5.7% | $95,952-18.9% | $73,488+5.9% |
| Participation rate | 89.1% | 76.2%+13.0pp | 77.1%+12.0pp | 70.7%+18.4pp |
| Annual return | 17.36% | 16.78%+0.6pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $221 | $1,863-88.2% | $2,541-91.3% | $2,270-90.3% |
| Participant deferral / active EE | $3,051 | $3,617-15.6% | $4,167-26.8% | $3,740-18.4% |
| Admin fee / account holder | $424 | $482-12.0% | $6,795-93.8% | $513-17.3% |