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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $69,901 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $56,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,048 | $98,727+93.5% | $113,168+68.8% | $85,563+123.3% |
| Participation rate | 42.0% | 80.8%-38.8pp | 76.6%-34.5pp | 66.0%-23.9pp |
| Annual return | 15.99% | 17.43%-1.4pp | 24.27%-8.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $810 | $2,907-72.1% | $2,975-72.8% | $2,654-69.5% |
| Participant deferral / active EE | $5,210 | $5,424-4.0% | $5,107+2.0% | $4,375+19.1% |
| Admin fee / account holder | $732 | $357+105.3% | $12,068-93.9% | $834-12.2% |