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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,814 |
Service code 20 · EIN 36-4291971 | Trustee (individual); Investment advi... | $29,971 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $8,505 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,802 | $148,978-40.4% | $200,582-55.7% | $84,808+4.7% |
| Participation rate | 99.0% | 84.2%+14.7pp | 86.9%+12.1pp | 68.3%+30.7pp |
| Annual return | 12.31% | 28.16%-15.9pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,414 | $4,815-70.6% | $6,419-78.0% | $2,631-46.2% |
| Participant deferral / active EE | $6,223 | $7,142-12.9% | $9,331-33.3% | $4,212+47.8% |
| Admin fee / account holder | $389 | $13,977-97.2% | $16,305-97.6% | $7,344-94.7% |