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) | $26,689 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $19,582 |
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 | $53,977 | $73,867-26.9% | $143,757-62.5% | $68,494-21.2% |
| Participation rate | 77.1% | 66.7%+10.4pp | 80.3%-3.2pp | 67.9%+9.2pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,161 | $3,184-32.1% | $4,951-56.3% | $2,596-16.8% |
| Participant deferral / active EE | $4,627 | $3,384+36.7% | $5,637-17.9% | $4,027+14.9% |
| Admin fee / account holder | $414 | $5,755-92.8% | $14,673-97.2% | $5,403-92.3% |