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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $69,027 |
Filed as: BROAD STREET CAPITAL ADVISORS Service code 27 · EIN 20-3705592 | Advisory (Plan) | $38,689 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,848 | $80,731+80.7% | $103,374+41.1% | $74,546+95.6% |
| Participation rate | 55.3% | 65.7%-10.3pp | 74.5%-19.2pp | 67.2%-11.9pp |
| Annual return | 12.90% | 27.56%-14.7pp | 24.89%-12.0pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,567 | $3,158-18.7% | $3,869-33.6% | $2,624-2.2% |
| Participant deferral / active EE | $5,078 | $3,860+31.5% | $5,058+0.4% | $4,347+16.8% |
| Admin fee / account holder | $721 | $2,369-69.6% | $8,394-91.4% | $1,944-62.9% |