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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $50,914 |
IMA WEALTH INC7 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $25,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,381 | $55,415-9.1% | $155,509-67.6% | $74,495-32.4% |
| Participation rate | 86.6% | 61.9%+24.7pp | 78.2%+8.4pp | 67.2%+19.4pp |
| Annual return | 10.73% | 268.50%-257.8pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,513 | $2,267+10.8% | $4,672-46.2% | $2,623-4.2% |
| Participant deferral / active EE | $3,565 | $2,836+25.7% | $5,626-36.6% | $4,346-18.0% |
| Admin fee / account holder | $474 | $1,738-72.7% | $15,912-97.0% | $1,942-75.6% |