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 year Service code 10 · EIN 93-1253576 | Accounting | $22,040 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 16 · EIN 59-3331424 | Consulting | $7,956 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,568 | $50,175+26.7% | $99,443-36.1% | $65,185-2.5% |
| Participation rate | 45.1% | 68.4%-23.4pp | 73.8%-28.8pp | 70.2%-25.1pp |
| Annual return | 17.94% | 25.36%-7.4pp | 30.72%-12.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $497 | $1,496-66.8% | $2,540-80.4% | $2,177-77.2% |
| Participant deferral / active EE | $1,304 | $2,748-52.5% | $3,619-64.0% | $3,514-62.9% |
| Admin fee / account holder | $333 | $398-16.3% | $6,250-94.7% | $847-60.7% |