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 GROUP5 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $27,355 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $21,000 |
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 | $56,577 | $71,883-21.3% | $86,677-34.7% | $68,494-17.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.31% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,029 | $2,173-6.6% | $2,836-28.5% | $2,596-21.8% |
| Participant deferral / active EE | $5,627 | $3,779+48.9% | $4,656+20.9% | $4,027+39.7% |
| Admin fee / account holder | $418 | $6,112-93.2% | $7,493-94.4% | $5,403-92.3% |