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 9-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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,252 |
IMA WEALTH INC3 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $27,094 |
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 | $42,681 | $58,879-27.5% | $178,490-76.1% | $73,488-41.9% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 15.84% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,868 | $2,236-16.5% | $5,011-62.7% | $2,270-17.7% |
| Participant deferral / active EE | $2,578 | $2,567+0.4% | $5,202-50.4% | $3,740-31.1% |
| Admin fee / account holder | $420 | $400+5.0% | $13,984-97.0% | $513-18.1% |