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 |
|---|---|---|
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $32,862 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $28,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,902 | $68,914+5.8% | $136,749-46.7% | $74,304-1.9% |
| Participation rate | 97.1% | 51.3%+45.7pp | 72.1%+24.9pp | 60.3%+36.7pp |
| Annual return | 20.65% | 16.34%+4.3pp | 24.33%-3.7pp | 29.43%-8.8pp |
| Employer contribution / active EE | $2,661 | $1,561+70.4% | $3,400-21.7% | $2,241+18.7% |
| Participant deferral / active EE | $4,553 | $2,541+79.2% | $4,692-3.0% | $3,767+20.9% |
| Admin fee / account holder | $439 | $3,149-86.1% | $11,386-96.1% | $2,969-85.2% |