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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,093 |
FIUDCIA GROUP1+ years Service code 10 · EIN 26-2218504 | Accounting | $10,053 |
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL Service code 19 | Securities Custodian | $2,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,424 | $48,277-12.1% | $63,517-33.2% | $55,191-23.1% |
| Participation rate | 61.9% | 69.4%-7.5pp | 71.0%-9.1pp | 69.2%-7.3pp |
| Annual return | -0.89% | 2.37%-3.3pp | -70.30%+69.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $945 | $1,592-40.6% | $2,322-59.3% | $1,899-50.2% |
| Participant deferral / active EE | $1,205 | $2,432-50.5% | $2,953-59.2% | $3,046-60.5% |
| Admin fee / account holder | $334 | $86+288.7% | $5,892-94.3% | $91+268.1% |