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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $49,811 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $34,612 |
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 | $57,387 | $92,055-37.7% | $106,213-46.0% | $77,643-26.1% |
| Participation rate | 82.9% | 81.0%+1.8pp | 75.3%+7.6pp | 70.6%+12.3pp |
| Annual return | 13.00% | 17.91%-4.9pp | 116.14%-103.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,745 | $3,367-48.2% | $3,171-45.0% | $2,726-36.0% |
| Participant deferral / active EE | $4,760 | $5,386-11.6% | $5,016-5.1% | $4,647+2.4% |
| Admin fee / account holder | $302 | $219+37.6% | $11,033-97.3% | $430-29.9% |