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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,141 |
IMA WEALTH INC5 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $34,827 |
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 | $37,094 | $65,061-43.0% | $143,757-74.2% | $66,914-44.6% |
| Participation rate | 79.1% | 65.2%+14.0pp | 80.3%-1.2pp | 69.8%+9.3pp |
| Annual return | -14.90% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,009 | $2,361-14.9% | $4,951-59.4% | $2,544-21.0% |
| Participant deferral / active EE | $2,691 | $2,919-7.8% | $5,637-52.3% | $4,237-36.5% |
| Admin fee / account holder | $546 | $502+8.7% | $14,673-96.3% | $593-8.0% |