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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,461 |
DAVID BODNAR ADVISORS, LLC3+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $14,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,396 | $64,909+14.6% | $82,313-9.6% | $62,292+19.4% |
| Participation rate | 65.5% | 74.9%-9.4pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 17.33% | 21.18%-3.9pp | 25.88%-8.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $76 | $1,676-95.5% | $2,428-96.9% | $2,042-96.3% |
| Participant deferral / active EE | $1,503 | $3,103-51.6% | $3,706-59.4% | $3,169-52.6% |
| Admin fee / account holder | $1,010 | $440+129.7% | $5,608-82.0% | $479+110.7% |