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 |
|---|---|---|
TRUST PARTNER2 years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $19,722 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $14,486 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE Service code 19 · EIN 93-1253576 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,226 | $77,660-8.3% | $109,143-34.7% | $79,386-10.3% |
| Participation rate | 29.7% | 67.8%-38.1pp | 75.9%-46.2pp | 70.7%-41.0pp |
| Annual return | 8.60% | 23.44%-14.8pp | 25.75%-17.1pp | 116.85%-108.2pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,219 | $3,518-65.3% | $4,653-73.8% | $4,046-69.9% |
| Admin fee / account holder | $580 | $732-20.8% | $6,752-91.4% | $626-7.4% |