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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $32,118 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 2850 GULF ROAD · ROLLING MEADOWS, IL 60008 | Pension Consulting | $28,474 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $14,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,702 | $122,239-39.7% | $184,200-60.0% | $74,546-1.1% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 13.63% | 19.95%-6.3pp | 28.80%-15.2pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,468 | $4,537-67.7% | $6,424-77.2% | $2,624-44.1% |
| Participant deferral / active EE | $6,566 | $7,139-8.0% | $9,132-28.1% | $4,347+51.0% |
| Admin fee / account holder | $391 | $1,260-69.0% | $13,907-97.2% | $1,944-79.9% |