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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,368 |
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 | $102,078 | $68,547+48.9% | $120,354-15.2% | $80,856+26.2% |
| Participation rate | 86.8% | 61.6%+25.2pp | 71.9%+14.9pp | 67.6%+19.2pp |
| Annual return | 8.25% | 23.60%-15.4pp | 107.15%-98.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,800 | $2,051+36.5% | $3,463-19.1% | $2,755+1.6% |
| Participant deferral / active EE | $4,751 | $3,173+49.7% | $4,991-4.8% | $4,296+10.6% |
| Admin fee / account holder | $681 | $5,732-88.1% | $9,423-92.8% | $6,918-90.2% |