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 6-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 | Direct payment from the plan; Custodi... | $52,029 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 10 · EIN 41-0973005 | Accounting | $18,000 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,753 | $76,000-91.1% | $154,107-95.6% | $64,186-89.5% |
| Participation rate | 74.2% | 70.4%+3.7pp | 83.0%-8.9pp | 69.6%+4.6pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9 | $3,351-99.7% | $5,298-99.8% | $2,381-99.6% |
| Participant deferral / active EE | $1,772 | $3,175-44.2% | $5,081-65.1% | $3,470-48.9% |
| Admin fee / account holder | $583 | $5,596-89.6% | $13,411-95.7% | $4,888-88.1% |