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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $57,466 |
INTRUA FINANCIAL1 year Service code 16 · EIN 20-8159194 | Consulting | $17,930 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $5,062 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,013 | $58,726+10.7% | $92,233-29.5% | $62,292+4.4% |
| Participation rate | 87.4% | 68.3%+19.1pp | 76.5%+11.0pp | 69.5%+17.9pp |
| Annual return | 8.78% | 43.62%-34.8pp | 176.28%-167.5pp | 28.90%-20.1pp |
| Employer contribution / active EE | $3,186 | $2,392+33.2% | $3,679-13.4% | $2,042+56.0% |
| Participant deferral / active EE | $2,118 | $2,766-23.4% | $3,897-45.7% | $3,169-33.2% |
| Admin fee / account holder | $355 | $556-36.2% | $5,194-93.2% | $479-25.9% |