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 PARTNER3 years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $18,448 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $13,169 |
RELIANCE TRUST COMPANY4 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.
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 | $65,775 | $64,119+2.6% | $112,228-41.4% | $66,914-1.7% |
| Participation rate | 29.8% | 68.5%-38.6pp | 75.1%-45.2pp | 69.8%-40.0pp |
| Annual return | -12.82% | -13.81%+1.0pp | 27.45%-40.3pp | 1.58%-14.4pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,400 | $3,693-62.1% | $4,728-70.4% | $4,237-67.0% |
| Admin fee / account holder | $597 | $625-4.6% | $6,410-90.7% | $593+0.6% |