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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $65,593 |
PROEQUITIES INC8+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $48,308 |
Filed as: PRUDENTIAL FUNDS Service code 19 | Securities Custodian | $18,267 |
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 | $87,075 | $84,487+3.1% | $125,339-30.5% | $66,914+30.1% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -13.94% | -8.39%-5.5pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $3,152 | $3,553-11.3% | $4,814-34.5% | $2,544+23.9% |
| Participant deferral / active EE | $6,492 | $6,781-4.3% | $7,446-12.8% | $4,237+53.2% |
| Admin fee / account holder | $334 | $685-51.2% | $10,010-96.7% | $593-43.7% |