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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,049 |
Filed as: JAMES + HARDY + HALEY, CPAS Service code 10 · EIN 72-1124598 | Accounting | $11,750 |
KEMP AND ASSOCIATES LLC4+ years Service code 27 · EIN 72-1480866 | Advisory (Plan) | $4,214 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,026 | $57,281-30.1% | $86,612-53.8% | $75,163-46.7% |
| Participation rate | 69.6% | 63.2%+6.4pp | 71.7%-2.1pp | 67.2%+2.4pp |
| Annual return | 11.22% | 2670.75%-2659.5pp | 591.07%-579.9pp | 160.62%-149.4pp |
| Employer contribution / active EE | $842 | $2,314-63.6% | $3,022-72.1% | $2,670-68.5% |
| Participant deferral / active EE | $2,301 | $3,318-30.6% | $4,438-48.1% | $4,125-44.2% |
| Admin fee / account holder | $515 | $4,112-87.5% | $5,614-90.8% | $5,651-90.9% |