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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $120,580 |
Service code 27 · EIN 27-1332437 | Advisory (Plan) | $17,628 |
RELIANCE TRUST COMPANY10+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $10,620 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $5,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,052 | $88,083+17.0% | $164,813-37.5% | $74,495+38.3% |
| Participation rate | 94.4% | 73.0%+21.3pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 12.17% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $5,139 | $2,593+98.2% | $4,341+18.4% | $2,623+95.9% |
| Participant deferral / active EE | $8,440 | $4,498+87.6% | $6,031+39.9% | $4,346+94.2% |
| Admin fee / account holder | $357 | $2,234-84.0% | $12,690-97.2% | $1,942-81.6% |