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 3-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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $48,691 |
KESTA ADVISORY SERVICES, LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,772 | $50,982+21.2% | $154,803-60.1% | $85,563-27.8% |
| Participation rate | 54.8% | 59.8%-5.0pp | 78.1%-23.3pp | 66.0%-11.2pp |
| Annual return | 14.78% | 30.35%-15.6pp | 58.88%-44.1pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,751 | $1,708+61.1% | $4,305-36.1% | $2,654+3.7% |
| Participant deferral / active EE | $5,508 | $2,474+122.6% | $5,540-0.6% | $4,375+25.9% |
| Admin fee / account holder | $302 | $846-64.2% | $14,329-97.9% | $834-63.7% |