See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRINITYPOINT WEALTH7 years Service code 27 · EIN 82-5385799 | Advisory (Plan) | $36,471 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $33,568 |
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 | $96,618 | $66,098+46.2% | $101,794-5.1% | $74,304+30.0% |
| Participation rate | 67.0% | 53.8%+13.2pp | 69.2%-2.2pp | 60.3%+6.6pp |
| Annual return | 14.47% | 19.59%-5.1pp | 30.53%-16.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,645 | $1,082+52.1% | $2,289-28.1% | $2,241-26.6% |
| Participant deferral / active EE | $3,617 | $2,781+30.1% | $4,084-11.4% | $3,767-4.0% |
| Admin fee / account holder | $334 | $4,146-92.0% | $8,777-96.2% | $2,969-88.8% |