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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $41,764 |
DAVID BODNAR ADVISORS, LLC6+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $15,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,785 | $73,638+26.0% | $95,952-3.3% | $73,488+26.3% |
| Participation rate | 65.9% | 76.2%-10.3pp | 77.1%-11.2pp | 70.7%-4.8pp |
| Annual return | 12.23% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,183 | $3,617-67.3% | $4,167-71.6% | $3,740-68.4% |
| Admin fee / account holder | $560 | $482+16.2% | $6,795-91.8% | $513+9.2% |