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 |
|---|---|---|
CLIENT ONE SECURITIES LLC11+ years Service code 27 · EIN 27-1408998 | Advisory (Plan) | $50,382 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,548 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,009 | $132,049-9.9% | $200,582-40.7% | $74,304+60.2% |
| Participation rate | 97.2% | 84.1%+13.1pp | 86.9%+10.3pp | 60.3%+36.8pp |
| Annual return | 14.71% | 22.22%-7.5pp | 42.33%-27.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,691 | $4,558-62.9% | $6,419-73.7% | $2,241-24.6% |
| Participant deferral / active EE | $4,905 | $7,213-32.0% | $9,331-47.4% | $3,767+30.2% |
| Admin fee / account holder | $376 | $2,405-84.4% | $16,305-97.7% | $2,969-87.3% |