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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $34,317 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $17,646 |
RSM US LLP2+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,976 | $42,546+102.1% | $71,796+19.8% | $55,167+55.8% |
| Participation rate | 77.5% | 59.1%+18.4pp | 69.1%+8.4pp | 69.0%+8.5pp |
| Annual return | 7.66% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $362 | $803-55.0% | $1,924-81.2% | $1,963-81.6% |
| Participant deferral / active EE | $3,090 | $2,064+49.7% | $2,794+10.6% | $3,054+1.2% |
| Admin fee / account holder | $506 | $650-22.1% | $4,815-89.5% | $504+0.4% |