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 GROUP5 years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $52,643 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,668 |
Service code 10 · EIN 85-0436347 | Accounting | $12,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,161 | $69,362-65.2% | $101,248-76.1% | $73,488-67.1% |
| Participation rate | 90.5% | 68.4%+22.1pp | 75.8%+14.7pp | 70.7%+19.8pp |
| Annual return | 12.67% | 18.46%-5.8pp | 46.47%-33.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,038 | $2,628-22.5% | $3,660-44.3% | $2,270-10.2% |
| Participant deferral / active EE | $1,572 | $3,300-52.4% | $4,370-64.0% | $3,740-58.0% |
| Admin fee / account holder | $405 | $704-42.4% | $5,945-93.2% | $513-21.1% |