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 | Custodial (securities); Sub-transfer ... | $89,616 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $62,492 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $19,893 |
Service code 19 | Securities Custodian | $0 |
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 | $122,216 | $89,739+36.2% | $149,718-18.4% | $62,292+96.2% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 16.33% | 21.01%-4.7pp | 1501.63%-1485.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $4,030 | $3,233+24.6% | $5,445-26.0% | $2,042+97.3% |
| Participant deferral / active EE | $5,853 | $4,797+22.0% | $6,569-10.9% | $3,169+84.7% |
| Admin fee / account holder | $567 | $551+2.8% | $11,283-95.0% | $479+18.2% |