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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $64,207 |
GENEOS WEALTH MANAGEMENT INC11+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $31,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,397 | $56,317+3.7% | $71,209-18.0% | $74,304-21.4% |
| Participation rate | 92.4% | 55.1%+37.3pp | 73.8%+18.7pp | 60.3%+32.1pp |
| Annual return | 16.38% | 42.83%-26.5pp | 282.51%-266.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,280 | $2,160-40.7% | $2,721-52.9% | $2,241-42.9% |
| Participant deferral / active EE | $3,823 | $2,788+37.1% | $4,175-8.4% | $3,767+1.5% |
| Admin fee / account holder | $363 | $2,290-84.2% | $5,349-93.2% | $2,969-87.8% |