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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $104,243 |
LOCKTON INVESTMENT ADVISORS, LLC9+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $54,699 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $35,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,752 | $122,239-5.3% | $184,203-37.2% | $74,495+55.4% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 14.67% | 19.95%-5.3pp | 28.81%-14.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,229 | $4,537-50.9% | $6,427-65.3% | $2,623-15.0% |
| Participant deferral / active EE | $6,674 | $7,139-6.5% | $9,131-26.9% | $4,346+53.6% |
| Admin fee / account holder | $344 | $1,260-72.7% | $13,901-97.5% | $1,942-82.3% |