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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $15,865 |
IACOPI LENZ AND CO1 year Filed as: IACOPI, LENZ & COMPANY Service code 10 · EIN 94-2517281 | Accounting | $8,400 |
Service code 27 · EIN 41-0944586 | Advisory (Plan) | $6,078 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,663 | $77,813-40.0% | $123,544-62.2% | $64,186-27.3% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -3.54% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,298 | $3,014-56.9% | $4,628-72.0% | $2,381-45.5% |
| Participant deferral / active EE | $2,852 | $5,240-45.6% | $6,426-55.6% | $3,470-17.8% |
| Admin fee / account holder | $474 | $5,519-91.4% | $9,284-94.9% | $4,888-90.3% |