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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,919 |
Service code 27 · EIN 33-0843823 | Advisory (Plan) | $22,944 |
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 | $50,190 | $59,097-15.1% | $82,389-39.1% | $74,304-32.5% |
| Participation rate | 96.1% | 52.8%+43.3pp | 69.5%+26.5pp | 60.3%+35.7pp |
| Annual return | 16.37% | 22.85%-6.5pp | 28.67%-12.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,146 | $1,601-28.4% | $2,517-54.5% | $2,241-48.9% |
| Participant deferral / active EE | $8,199 | $2,775+195.4% | $4,155+97.4% | $3,767+117.6% |
| Admin fee / account holder | $436 | $4,489-90.3% | $7,231-94.0% | $2,969-85.3% |