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 |
|---|---|---|
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $25,986 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $20,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,975 | $95,416-25.6% | $185,823-61.8% | $85,850-17.3% |
| Participation rate | 82.7% | 68.8%+13.9pp | 81.7%+1.0pp | 69.3%+13.3pp |
| Annual return | 16.12% | 23.59%-7.5pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,374 | $3,423+27.8% | $5,568-21.4% | $3,952+10.7% |
| Admin fee / account holder | $371 | $7,213-94.9% | $16,237-97.7% | $6,260-94.1% |