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 | Custodial (other than securities); Re... | $60,152 |
PROEQUITIES INC6+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $41,400 |
Filed as: PRUDENTIAL FUNDS Service code 19 | Securities Custodian | $9,277 |
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 | $101,486 | $99,957+1.5% | $149,696-32.2% | $73,488+38.1% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 14.17% | 53.87%-39.7pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,409 | $3,191+6.8% | $4,644-26.6% | $2,270+50.2% |
| Participant deferral / active EE | $6,327 | $6,073+4.2% | $6,842-7.5% | $3,740+69.2% |
| Admin fee / account holder | $316 | $551-42.6% | $9,309-96.6% | $513-38.3% |