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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,040 |
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 | $107,778 | $65,435+64.7% | $86,677+24.3% | $66,914+61.1% |
| Participation rate | 87.9% | 75.5%+12.4pp | 76.6%+11.3pp | 69.8%+18.0pp |
| Annual return | -15.02% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,514 | $2,153+63.2% | $2,836+23.9% | $2,544+38.1% |
| Participant deferral / active EE | $5,444 | $4,100+32.8% | $4,656+16.9% | $4,237+28.5% |
| Admin fee / account holder | $400 | $642-37.6% | $7,493-94.7% | $593-32.5% |