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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $41,990 |
DAVID BODNAR ADVISORS, LLC4+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $14,767 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,150 | $59,186+20.2% | $76,768-7.3% | $56,287+26.4% |
| Participation rate | 64.3% | 75.2%-10.9pp | 77.0%-12.6pp | 69.9%-5.5pp |
| Annual return | -10.15% | 6.62%-16.8pp | 2.43%-12.6pp | -9.96%-0.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,649 | $3,255-49.3% | $3,852-57.2% | $3,350-50.8% |
| Admin fee / account holder | $988 | $489+102.0% | $6,675-85.2% | $521+89.7% |