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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS7+ years Service code 16 · EIN 83-0951655 | Consulting | $30,984 |
STANCORP FINANCIAL GROUP4 years Service code 10 · EIN 93-1253576 | Accounting | $27,550 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,490 | $44,642+80.3% | $91,220-11.8% | $66,914+20.3% |
| Participation rate | 43.2% | 64.9%-21.7pp | 73.2%-30.0pp | 69.8%-26.6pp |
| Annual return | -13.95% | -12.29%-1.7pp | 114.01%-128.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $580 | $1,706-66.0% | $2,850-79.6% | $2,544-77.2% |
| Participant deferral / active EE | $1,516 | $3,349-54.7% | $4,234-64.2% | $4,237-64.2% |
| Admin fee / account holder | $705 | $521+35.2% | $5,420-87.0% | $593+18.9% |