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.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $46,236 |
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $28,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,460 | $57,016+7.8% | $84,966-27.7% | $80,856-24.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.51% | 21.66%-5.2pp | 66.38%-49.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $22,650 | $1,798+1160.0% | $2,727+730.6% | $2,755+722.2% |
| Participant deferral / active EE | $46,846 | $3,110+1406.5% | $4,519+936.6% | $4,296+990.5% |
| Admin fee / account holder | $307 | $4,980-93.8% | $6,149-95.0% | $6,918-95.6% |