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 9-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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $69,894 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $58,989 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,851 |
Filed as: MANSPERGER, PATTERSON MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $6,625 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,616 | $75,388-32.9% | $123,544-59.0% | $55,725-9.2% |
| Participation rate | 68.3% | 75.7%-7.4pp | 82.3%-14.0pp | 70.9%-2.5pp |
| Annual return | -2.51% | 4.48%-7.0pp | 119.20%-121.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,659 | $3,063-13.2% | $4,628-42.5% | $2,078+28.0% |
| Participant deferral / active EE | $5,181 | $5,651-8.3% | $6,426-19.4% | $3,356+54.4% |
| Admin fee / account holder | $371 | $120+210.0% | $9,284-96.0% | $115+222.3% |