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 | Custodial (other than securities); Cu... | $62,110 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,504 |
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 | $100,446 | $64,909+54.7% | $82,313+22.0% | $62,292+61.2% |
| Participation rate | 81.6% | 74.9%+6.7pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 15.51% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,386 | $1,676-17.3% | $2,428-42.9% | $2,042-32.1% |
| Participant deferral / active EE | $6,285 | $3,103+102.5% | $3,706+69.6% | $3,169+98.3% |
| Admin fee / account holder | $437 | $440-0.6% | $5,608-92.2% | $479-8.8% |