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 8-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 |
|---|---|---|
BERRY DUNN2 years Filed as: BERRYDUNN Service code 10 · EIN 45-2735233 | Accounting | $20,700 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 53-1253576 | Custodial (other than securities); Cl... | $14,187 |
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 | $31,493 | $80,968-61.1% | $96,544-67.4% | $75,163-58.1% |
| Participation rate | 94.1% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+26.9pp |
| Annual return | 16.81% | 27.06%-10.3pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,090 | $3,928+55.0% | $4,851+25.5% | $4,125+47.6% |
| Admin fee / account holder | $383 | $6,724-94.3% | $8,252-95.4% | $5,651-93.2% |