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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $53,022 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $35,402 |
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 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 | $90,936 | $60,165+51.1% | $74,183+22.6% | $55,167+64.8% |
| Participation rate | 88.1% | 74.2%+14.0pp | 76.6%+11.5pp | 69.0%+19.1pp |
| Annual return | 0.37% | 10.00%-9.6pp | 17.74%-17.4pp | 169.23%-168.9pp |
| Employer contribution / active EE | $1,194 | $1,600-25.4% | $2,370-49.6% | $1,963-39.2% |
| Participant deferral / active EE | $6,002 | $2,973+101.9% | $3,550+69.1% | $3,054+96.5% |
| Admin fee / account holder | $414 | $419-1.3% | $5,586-92.6% | $504-17.9% |