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... | $27,499 |
FIRST NATIONAL TRUST COMPANY1+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $24,890 |
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 | $69,886 | $46,745+49.5% | $60,547+15.4% | $52,331+33.5% |
| Participation rate | 79.1% | 58.6%+20.5pp | 68.0%+11.1pp | 68.1%+11.0pp |
| Annual return | -0.99% | 0.61%-1.6pp | 335.64%-336.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,943 | $2,145+37.2% | $3,328-11.6% | $3,022-2.6% |
| Admin fee / account holder | $420 | $537-21.9% | $4,536-90.8% | $592-29.1% |