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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $47,112 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,764 | $60,165-2.3% | $74,183-20.8% | $55,167+6.5% |
| Participation rate | 97.9% | 74.2%+23.7pp | 76.6%+21.2pp | 69.0%+28.9pp |
| Annual return | 7.95% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,833 | $1,600+14.6% | $2,370-22.6% | $1,963-6.6% |
| Participant deferral / active EE | $4,994 | $2,973+68.0% | $3,550+40.7% | $3,054+63.5% |
| Admin fee / account holder | $396 | $419-5.5% | $5,586-92.9% | $504-21.4% |