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) | $20,863 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $20,286 |
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 | $58,275 | $61,272-4.9% | $149,673-61.1% | $71,457-18.4% |
| Participation rate | 82.5% | 62.5%+20.0pp | 78.8%+3.8pp | 67.9%+14.6pp |
| Annual return | 16.95% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,239 | $2,378-47.9% | $4,818-74.3% | $2,588-52.1% |
| Participant deferral / active EE | $4,324 | $2,917+48.2% | $5,680-23.9% | $4,289+0.8% |
| Admin fee / account holder | $325 | $1,261-74.2% | $13,210-97.5% | $1,587-79.5% |