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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $39,757 |
Service code 27 · EIN 20-3705592 | Advisory (Plan) | $33,257 |
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 | $87,325 | $58,726+48.7% | $92,233-5.3% | $62,292+40.2% |
| Participation rate | 65.9% | 68.3%-2.5pp | 76.5%-10.6pp | 69.5%-3.6pp |
| Annual return | 15.46% | 43.62%-28.2pp | 176.28%-160.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,030 | $2,392-15.1% | $3,679-44.8% | $2,042-0.6% |
| Participant deferral / active EE | $3,355 | $2,766+21.3% | $3,897-13.9% | $3,169+5.9% |
| Admin fee / account holder | $567 | $556+1.9% | $5,194-89.1% | $479+18.3% |