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 |
|---|---|---|
ADVANCED ADVISOR GROUP LLC2 years Service code 27 · EIN 35-2261591 | Advisory (Plan) | $29,031 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $13,137 |
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 | $60,607 | $55,415+9.4% | $155,509-61.0% | $74,495-18.6% |
| Participation rate | 56.7% | 61.9%-5.2pp | 78.2%-21.5pp | 67.2%-10.5pp |
| Annual return | 10.47% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $971 | $2,267-57.2% | $4,672-79.2% | $2,623-63.0% |
| Participant deferral / active EE | $3,204 | $2,836+13.0% | $5,626-43.0% | $4,346-26.3% |
| Admin fee / account holder | $405 | $1,738-76.7% | $15,912-97.5% | $1,942-79.1% |