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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,074 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $27,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,997 | $56,357+73.9% | $104,294-6.0% | $68,494+43.1% |
| Participation rate | 94.6% | 63.3%+31.3pp | 73.3%+21.3pp | 67.9%+26.7pp |
| Annual return | 6.99% | -9.19%+16.2pp | 24.61%-17.6pp | -7.84%+14.8pp |
| Employer contribution / active EE | $2,851 | $1,960+45.5% | $3,372-15.4% | $2,596+9.8% |
| Participant deferral / active EE | $4,456 | $3,077+44.8% | $4,625-3.7% | $4,027+10.6% |
| Admin fee / account holder | $613 | $4,903-87.5% | $7,339-91.6% | $5,403-88.6% |