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 (other than securities); Su... | $47,914 |
FIRST NATIONAL TRUST COMPANY7 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $26,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,554 | $56,503-8.8% | $70,092-26.4% | $64,808-20.5% |
| Participation rate | 67.1% | 70.5%-3.4pp | 70.5%-3.4pp | 71.5%-4.4pp |
| Annual return | -20.49% | -13.44%-7.0pp | 190.73%-211.2pp | 32.82%-53.3pp |
| Employer contribution / active EE | $2,256 | $2,046+10.3% | $2,559-11.8% | $2,506-10.0% |
| Participant deferral / active EE | $3,501 | $3,389+3.3% | $3,849-9.0% | $4,310-18.8% |
| Admin fee / account holder | $344 | $160+114.4% | $6,267-94.5% | $188+83.1% |