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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $38,773 |
KEMP AND ASSOCIATES LLC5+ years Service code 27 · EIN 72-1480866 | Advisory (Plan) | $4,583 |
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).
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 | $45,823 | $58,208-21.3% | $81,812-44.0% | $80,856-43.3% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 8.80% | 41.66%-32.9pp | 773.79%-765.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,112 | $2,340-52.5% | $2,912-61.8% | $2,755-59.6% |
| Participant deferral / active EE | $3,471 | $3,281+5.8% | $4,319-19.6% | $4,296-19.2% |
| Admin fee / account holder | $445 | $4,981-91.1% | $7,386-94.0% | $6,918-93.6% |