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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $0 |
THE ASCENT GROUP, LLC4 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,654 | $101,317+16.1% | $146,958-19.9% | $74,495+57.9% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 16.78% | 8730.91%-8714.1pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,872 | $3,810-24.6% | $4,933-41.8% | $2,623+9.5% |
| Participant deferral / active EE | $8,431 | $7,303+15.4% | $8,070+4.5% | $4,346+94.0% |
| Admin fee / account holder | $524 | $1,739-69.9% | $12,998-96.0% | $1,942-73.0% |