Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
CLIENT ONE SECURITIES LLC10+ years Service code 27 · EIN 27-1408998 | Advisory (Plan) | $45,191 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,031 | $122,239-14.1% | $184,200-43.0% | $74,546+40.9% |
| Participation rate | 96.0% | 85.5%+10.5pp | 86.8%+9.1pp | 67.2%+28.8pp |
| Annual return | 13.95% | 19.95%-6.0pp | 28.80%-14.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,766 | $4,537-61.1% | $6,424-72.5% | $2,624-32.7% |
| Participant deferral / active EE | $5,011 | $7,139-29.8% | $9,132-45.1% | $4,347+15.3% |
| Admin fee / account holder | $383 | $1,260-69.6% | $13,907-97.2% | $1,944-80.3% |