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 | Direct payment from the plan; Distrib... | $49,479 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,078 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,719 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,706 | $52,884-49.5% | $84,750-68.5% | $55,167-51.6% |
| Participation rate | 75.2% | 67.5%+7.7pp | 76.6%-1.4pp | 69.0%+6.2pp |
| Annual return | 6.80% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,097 | $2,233+38.7% | $3,574-13.4% | $1,963+57.8% |
| Participant deferral / active EE | $1,192 | $2,644-54.9% | $3,712-67.9% | $3,054-61.0% |
| Admin fee / account holder | $482 | $581-16.9% | $5,332-91.0% | $504-4.3% |