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 LLC3 years Service code 27 · EIN 35-2261591 | Advisory (Plan) | $28,926 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $13,834 |
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 | $44,988 | $49,915-9.9% | $154,803-70.9% | $74,304-39.5% |
| Participation rate | 66.0% | 54.0%+12.1pp | 78.1%-12.0pp | 60.3%+5.7pp |
| Annual return | 15.49% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $976 | $1,611-39.4% | $4,305-77.3% | $2,241-56.4% |
| Participant deferral / active EE | $3,684 | $2,255+63.4% | $5,540-33.5% | $3,767-2.2% |
| Admin fee / account holder | $348 | $2,189-84.1% | $14,329-97.6% | $2,969-88.3% |