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 3-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 |
|---|---|---|
Service code 10 · EIN 57-0292726 | Accounting | $26,400 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $22,330 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,515 |
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 | $30,656 | $65,246-53.0% | $98,716-68.9% | $67,986-54.9% |
| Participation rate | 92.4% | 51.4%+41.0pp | 69.3%+23.1pp | 57.2%+35.2pp |
| Annual return | 17.77% | 20.58%-2.8pp | 31.81%-14.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,331 | $1,042+27.8% | $2,279-41.6% | $2,019-34.1% |
| Participant deferral / active EE | $4,442 | $2,594+71.2% | $4,048+9.7% | $3,358+32.3% |
| Admin fee / account holder | $317 | $4,561-93.0% | $8,703-96.4% | $3,203-90.1% |