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 | Direct payment from the plan; Claims ... | $45,981 |
Filed as: BOULDER WEALTH MANAGEMENT, LLC Service code 27 · EIN 26-2732041 | Advisory (Plan) | $33,805 |
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 | $62,856 | $63,299-0.7% | $91,001-30.9% | $62,292+0.9% |
| Participation rate | 96.4% | 73.3%+23.1pp | 75.6%+20.8pp | 69.5%+26.9pp |
| Annual return | 15.66% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,244 | $1,807+24.2% | $2,456-8.6% | $2,042+9.9% |
| Participant deferral / active EE | $4,534 | $2,943+54.1% | $3,547+27.8% | $3,169+43.1% |
| Admin fee / account holder | $629 | $468+34.6% | $5,417-88.4% | $479+31.3% |