Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $36,683 |
CONSOLIDATED FINANCIAL MANAGEMENT10+ years Service code 27 · EIN 31-1612116 | Advisory (Plan) | $20,623 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,666 | $79,184-29.7% | $102,438-45.7% | $74,546-25.3% |
| Participation rate | 95.0% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.8pp |
| Annual return | 12.99% | 54.95%-42.0pp | 29.37%-16.4pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $961 | $2,362-59.3% | $3,024-68.2% | $2,624-63.4% |
| Participant deferral / active EE | $3,271 | $4,414-25.9% | $5,054-35.3% | $4,347-24.8% |
| Admin fee / account holder | $372 | $2,001-81.4% | $9,448-96.1% | $1,944-80.9% |