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 GROUP9+ years Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $29,211 |
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,250 |
FRUTH & COMPANY9+ years Service code 10 · EIN 34-1323165 | Accounting | $9,500 |
STANCORP FINANCIAL GROUP9+ years Service code 19 | Securities Custodian | $2,654 |
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 | $90,125 | $80,968+11.3% | $96,544-6.6% | $75,163+19.9% |
| Participation rate | 82.2% | 71.8%+10.5pp | 76.0%+6.3pp | 67.2%+15.0pp |
| Annual return | 13.04% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,003 | $2,282-12.2% | $2,965-32.5% | $2,670-25.0% |
| Participant deferral / active EE | $3,730 | $3,928-5.1% | $4,851-23.1% | $4,125-9.6% |
| Admin fee / account holder | $621 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |