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 |
|---|---|---|
Service code 10 · EIN 35-2261591 | Accounting | $25,962 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $11,860 |
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 | $54,656 | $61,272-10.8% | $149,673-63.5% | $71,457-23.5% |
| Participation rate | 66.4% | 62.5%+3.9pp | 78.8%-12.3pp | 67.9%-1.5pp |
| Annual return | 13.82% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $879 | $2,378-63.1% | $4,818-81.8% | $2,588-66.0% |
| Participant deferral / active EE | $2,955 | $2,917+1.3% | $5,680-48.0% | $4,289-31.1% |
| Admin fee / account holder | $350 | $1,261-72.2% | $13,210-97.3% | $1,587-77.9% |