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 (securities); Sub-transfer ... | $34,399 |
CLIENT ONE SECURITIES LLC3+ years Service code 27 · EIN 27-1408998 | Advisory (Plan) | $23,261 |
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 | $68,573 | $89,739-23.6% | $149,718-54.2% | $62,292+10.1% |
| Participation rate | 95.2% | 85.1%+10.1pp | 87.1%+8.1pp | 69.5%+25.7pp |
| Annual return | 15.33% | 21.01%-5.7pp | 1501.63%-1486.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,425 | $3,233-55.9% | $5,445-73.8% | $2,042-30.2% |
| Participant deferral / active EE | $3,554 | $4,797-25.9% | $6,569-45.9% | $3,169+12.1% |
| Admin fee / account holder | $304 | $551-44.8% | $11,283-97.3% | $479-36.5% |