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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $56,452 |
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 | $126,955 | $101,499+25.1% | $147,005-13.6% | $74,546+70.3% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 18.97% | 8732.34%-8713.4pp | 418.76%-399.8pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $1,718 | $3,811-54.9% | $4,934-65.2% | $2,624-34.6% |
| Participant deferral / active EE | $5,748 | $7,304-21.3% | $8,070-28.8% | $4,347+32.2% |
| Admin fee / account holder | $342 | $1,748-80.4% | $13,006-97.4% | $1,944-82.4% |