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 GROUP7+ years Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $28,059 |
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $22,163 |
FRUTH & COMPANY7+ years Service code 10 · EIN 34-1323165 | Accounting | $6,900 |
STANCORP FINANCIAL GROUP7+ years Service code 19 | Securities Custodian | $5,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,526 | $84,936+5.4% | $111,297-19.6% | $79,386+12.8% |
| Participation rate | 84.8% | 75.9%+8.9pp | 77.3%+7.5pp | 70.7%+14.1pp |
| Annual return | 12.55% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $875 | $1,979-55.8% | $2,731-68.0% | $2,427-64.0% |
| Participant deferral / active EE | $3,578 | $3,888-8.0% | $4,487-20.3% | $4,046-11.6% |
| Admin fee / account holder | $510 | $537-5.1% | $7,964-93.6% | $626-18.6% |