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 | Custodial (securities); Claims proces... | $102,862 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $48,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,175 | $52,122+50.0% | $104,294-25.0% | $64,808+20.6% |
| Participation rate | 52.2% | 56.0%-3.8pp | 73.3%-21.0pp | 71.5%-19.3pp |
| Annual return | -5.58% | 13.26%-18.8pp | 24.61%-30.2pp | 32.82%-38.4pp |
| Employer contribution / active EE | $1,030 | $1,627-36.7% | $3,372-69.4% | $2,506-58.9% |
| Participant deferral / active EE | $3,601 | $2,823+27.6% | $4,625-22.1% | $4,310-16.5% |
| Admin fee / account holder | $392 | $155+153.4% | $7,339-94.7% | $188+108.6% |