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 (other than securities); Cl... | $21,381 |
Service code 27 · EIN 33-0843823 | Advisory (Plan) | $19,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,892 | $54,558-32.4% | $76,002-51.5% | $74,546-50.5% |
| Participation rate | 95.3% | 60.3%+35.0pp | 69.1%+26.2pp | 67.2%+28.1pp |
| Annual return | 11.66% | 31.83%-20.2pp | 360.07%-348.4pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,217 | $1,778-31.5% | $2,688-54.7% | $2,624-53.6% |
| Participant deferral / active EE | $7,556 | $3,065+146.5% | $4,257+77.5% | $4,347+73.8% |
| Admin fee / account holder | $305 | $2,232-86.3% | $6,414-95.2% | $1,944-84.3% |