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 | Custodial (securities); Recordkeeping... | $23,701 |
Filed as: BEACON POINTE ADVISORS, LLC Service code 19 · EIN 68-0488677 | Securities Custodian | $20,000 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $9,700 |
Service code 19 | Securities Custodian | $6,063 |
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 | $153,915 | $65,376+135.4% | $87,100+76.7% | $65,185+136.1% |
| Participation rate | 79.6% | 75.3%+4.2pp | 76.9%+2.7pp | 70.2%+9.4pp |
| Annual return | 17.92% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,217 | $1,822+21.7% | $2,521-12.1% | $2,177+1.9% |
| Participant deferral / active EE | $5,701 | $3,388+68.2% | $4,049+40.8% | $3,514+62.2% |
| Admin fee / account holder | $318 | $520-38.8% | $7,497-95.8% | $847-62.5% |