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 |
|---|---|---|
SIKICH LLP4 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 27 · EIN 20-8014560 | Advisory (Plan) | $35,816 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,660 |
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 | $157,072 | $49,915+214.7% | $154,803+1.5% | $74,304+111.4% |
| Participation rate | 71.9% | 54.0%+17.9pp | 78.1%-6.2pp | 60.3%+11.6pp |
| Annual return | 13.46% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $5,124 | $1,611+218.0% | $4,305+19.0% | $2,241+128.6% |
| Participant deferral / active EE | $3,643 | $2,255+61.6% | $5,540-34.3% | $3,767-3.3% |
| Admin fee / account holder | $341 | $2,189-84.4% | $14,329-97.6% | $2,969-88.5% |