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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $45,605 |
Service code 27 · EIN 20-4187012 | Advisory (Plan) | $31,898 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,329 | $56,485+31.6% | $185,823-60.0% | $86,799-14.4% |
| Participation rate | 44.3% | 65.5%-21.2pp | 81.7%-37.4pp | 72.3%-28.0pp |
| Annual return | 10.66% | 118.04%-107.4pp | 122.05%-111.4pp | 97.91%-87.2pp |
| Employer contribution / active EE | $912 | $1,843-50.5% | $5,167-82.3% | $2,405-62.1% |
| Participant deferral / active EE | $1,818 | $2,553-28.8% | $5,568-67.3% | $4,131-56.0% |
| Admin fee / account holder | $343 | $150+129.3% | $16,237-97.9% | $170+102.2% |