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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $126,763 |
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 | $249,799 | $77,660+221.7% | $109,143+128.9% | $79,386+214.7% |
| Participation rate | 93.3% | 67.8%+25.5pp | 75.9%+17.4pp | 70.7%+22.6pp |
| Annual return | 12.39% | 23.44%-11.0pp | 25.75%-13.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $7,595 | $2,797+171.5% | $3,722+104.1% | $2,427+212.9% |
| Participant deferral / active EE | $6,416 | $3,518+82.4% | $4,653+37.9% | $4,046+58.6% |
| Admin fee / account holder | $885 | $732+20.9% | $6,752-86.9% | $626+41.3% |