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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,127 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $12,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,328 | $69,848-36.5% | $115,756-61.7% | $66,914-33.8% |
| Participation rate | 53.3% | 70.6%-17.3pp | 77.1%-23.7pp | 69.8%-16.5pp |
| Annual return | -14.18% | 969.66%-983.8pp | 143.14%-157.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,366 | $2,613-47.7% | $3,793-64.0% | $2,544-46.3% |
| Participant deferral / active EE | $2,402 | $4,274-43.8% | $6,254-61.6% | $4,237-43.3% |
| Admin fee / account holder | $409 | $337+21.2% | $8,124-95.0% | $593-31.1% |