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 | Custodial (securities); Sub-transfer ... | $25,248 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 10 · EIN 26-4310632 | Accounting | $14,176 |
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 | $44,689 | $86,286-48.2% | $111,297-59.8% | $85,850-47.9% |
| Participation rate | 88.1% | 73.3%+14.8pp | 77.3%+10.8pp | 69.3%+18.8pp |
| Annual return | 13.55% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,436 | $2,043-29.7% | $2,731-47.4% | $2,565-44.0% |
| Participant deferral / active EE | $3,398 | $3,641-6.7% | $4,487-24.3% | $3,952-14.0% |
| Admin fee / account holder | $339 | $8,188-95.9% | $7,964-95.7% | $6,260-94.6% |