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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $61,008 |
Service code 27 · EIN 74-2069435 | Advisory (Plan) | $40,957 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,050 | $104,919-35.1% | $116,228-41.5% | $85,563-20.5% |
| Participation rate | 79.2% | 78.6%+0.6pp | 74.6%+4.6pp | 66.0%+13.2pp |
| Annual return | 12.72% | 15.38%-2.7pp | 90.06%-77.3pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,432 | $3,485-58.9% | $2,994-52.2% | $2,654-46.0% |
| Participant deferral / active EE | $5,088 | $5,306-4.1% | $4,953+2.7% | $4,375+16.3% |
| Admin fee / account holder | $375 | $429-12.5% | $11,989-96.9% | $834-55.1% |