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 GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $28,206 |
FIRST NATIONAL TRUST COMPANY2+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $23,592 |
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 | $77,107 | $44,425+73.6% | $67,834+13.7% | $55,167+39.8% |
| Participation rate | 59.7% | 59.7%0pp | 68.8%-9.1pp | 69.0%-9.3pp |
| Annual return | 7.04% | 17.80%-10.8pp | 138.47%-131.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,147 | $2,166-0.9% | $3,160-32.1% | $3,054-29.7% |
| Admin fee / account holder | $417 | $530-21.5% | $4,622-91.0% | $504-17.3% |