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 GROUP1 year Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Cl... | $27,826 |
Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 3510 N. CAUSEWAY BOULEVARD · METAIRIE, LA 70002 | Advisory (Plan) | $6,625 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,955 | $105,181+108.2% | $159,436+37.3% | $85,850+155.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.17% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $6,461 | $3,318+94.7% | $4,829+33.8% | $2,565+151.9% |
| Participant deferral / active EE | $5,615 | $5,945-5.6% | $7,352-23.6% | $3,952+42.1% |
| Admin fee / account holder | $427 | $6,933-93.8% | $10,799-96.0% | $6,260-93.2% |