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 4-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 | Claims processing; Direct payment fro... | $38,994 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 27 · EIN 87-4130828 | Advisory (Plan) | $22,591 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,560 | $58,644-53.0% | $178,014-84.5% | $199,768-86.2% |
| Participation rate | 12.9% | 65.5%-52.6pp | 77.1%-64.2pp | 72.0%-59.1pp |
| Annual return | 13.28% | 19.25%-6.0pp | 294.80%-281.5pp | 34.26%-21.0pp |
| Employer contribution / active EE | $282 | $1,801-84.3% | $3,950-92.9% | $3,037-90.7% |
| Participant deferral / active EE | $601 | $4,248-85.8% | $6,276-90.4% | $5,090-88.2% |
| Admin fee / account holder | $157 | $145+8.1% | $10,362-98.5% | $269-41.6% |