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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,248 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $27,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,885 | $61,605+52.4% | $112,229-16.3% | $75,163+24.9% |
| Participation rate | 93.1% | 61.7%+31.4pp | 72.4%+20.7pp | 67.2%+25.9pp |
| Annual return | -5.99% | 28.47%-34.5pp | 30.20%-36.2pp | 160.62%-166.6pp |
| Employer contribution / active EE | $2,949 | $2,015+46.3% | $3,430-14.0% | $2,670+10.5% |
| Participant deferral / active EE | $4,762 | $3,108+53.2% | $4,798-0.8% | $4,125+15.4% |
| Admin fee / account holder | $677 | $4,862-86.1% | $7,748-91.3% | $5,651-88.0% |