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 9-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 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $75,370 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $42,605 |
ORGEL WEALTH MANAGEMENT6 years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $40,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,281 | $96,484+167.7% | $156,263+65.3% | $74,304+247.6% |
| Participation rate | 99.3% | 67.7%+31.7pp | 78.9%+20.4pp | 60.3%+39.0pp |
| Annual return | 14.14% | 17.73%-3.6pp | 59.47%-45.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $16,242 | $2,528+542.4% | $4,333+274.8% | $2,241+624.7% |
| Participant deferral / active EE | $6,564 | $4,286+53.1% | $6,158+6.6% | $3,767+74.2% |
| Admin fee / account holder | $603 | $3,728-83.8% | $14,255-95.8% | $2,969-79.7% |