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 5-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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $39,629 |
JAMES, HARDY AND HALEY, CPAS2+ years Service code 10 · EIN 72-1124598 | Accounting | $11,200 |
KEMP AND ASSOCIATES LLC2+ years Service code 27 · EIN 72-1480866 | Advisory (Plan) | $4,640 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,429 | $65,409-39.7% | $98,442-59.9% | $85,850-54.1% |
| Participation rate | 68.4% | 65.0%+3.4pp | 73.3%-5.0pp | 69.3%-1.0pp |
| Annual return | 7.97% | 21.76%-13.8pp | 1492.73%-1484.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $898 | $2,168-58.6% | $2,960-69.7% | $2,565-65.0% |
| Participant deferral / active EE | $2,433 | $3,166-23.2% | $4,276-43.1% | $3,952-38.4% |
| Admin fee / account holder | $498 | $4,593-89.2% | $5,949-91.6% | $6,260-92.0% |