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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,103 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $23,663 |
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 | $70,298 | $163,264-56.9% | $155,509-54.8% | - |
| Participation rate | 84.8% | 62.7%+22.2pp | 78.2%+6.7pp | - |
| Annual return | 13.48% | 19.38%-5.9pp | 64.67%-51.2pp | - |
| Employer contribution / active EE | $1,384 | $2,490-44.4% | $4,672-70.4% | - |
| Participant deferral / active EE | $5,014 | $2,914+72.0% | $5,626-10.9% | - |
| Admin fee / account holder | $444 | $96,217-99.5% | $15,912-97.2% | - |