Filed February 19, 2025
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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $54,283 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $37,152 |
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 | $141,775 | $62,132+128.2% | $185,823-23.7% | $73,488+92.9% |
| Participation rate | 92.7% | 67.8%+24.8pp | 78.0%+14.6pp | 70.7%+22.0pp |
| Annual return | 17.88% | 20.44%-2.6pp | 35.95%-18.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,560 | $1,681+52.3% | $4,087-37.4% | $2,270+12.8% |
| Participant deferral / active EE | $9,931 | $3,711+167.6% | $5,632+76.3% | $3,740+165.6% |
| Admin fee / account holder | $664 | $419+58.6% | $9,500-93.0% | $513+29.5% |