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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $37,420 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $19,667 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $11,550 |
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 | $89,704 | $51,466+74.3% | $78,778+13.9% | $62,292+44.0% |
| Participation rate | 80.9% | 59.8%+21.1pp | 69.2%+11.7pp | 69.5%+11.4pp |
| Annual return | 15.96% | 19.96%-4.0pp | 35.62%-19.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $493 | $827-40.5% | $1,986-75.2% | $2,042-75.9% |
| Participant deferral / active EE | $3,812 | $2,147+77.5% | $2,958+28.8% | $3,169+20.3% |
| Admin fee / account holder | $508 | $489+3.8% | $5,134-90.1% | $479+6.0% |