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 GROUP8+ years Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $30,531 |
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $22,199 |
STANCORP FINANCIAL GROUP8+ years Service code 19 | Securities Custodian | $7,447 |
FRUTH & COMPANY8+ years Service code 10 · EIN 34-1323165 | Accounting | $7,200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,650 | $65,435+11.0% | $86,677-16.2% | $66,914+8.6% |
| Participation rate | 81.5% | 75.5%+6.0pp | 76.6%+4.9pp | 69.8%+11.7pp |
| Annual return | -16.01% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $863 | $2,153-59.9% | $2,836-69.6% | $2,544-66.1% |
| Participant deferral / active EE | $3,546 | $4,100-13.5% | $4,656-23.8% | $4,237-16.3% |
| Admin fee / account holder | $526 | $642-18.1% | $7,493-93.0% | $593-11.4% |