Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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... | $61,135 |
GENEOS WEALTH MANAGEMENT INC10+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $30,517 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,551 | $60,261-16.1% | $81,783-38.2% | $74,546-32.2% |
| Participation rate | 92.7% | 62.9%+29.8pp | 72.4%+20.3pp | 67.2%+25.5pp |
| Annual return | 20.50% | 16.88%+3.6pp | 775.05%-754.5pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $1,228 | $2,622-53.2% | $2,913-57.9% | $2,624-53.2% |
| Participant deferral / active EE | $3,730 | $3,388+10.1% | $4,320-13.7% | $4,347-14.2% |
| Admin fee / account holder | $346 | $1,482-76.7% | $7,380-95.3% | $1,944-82.2% |