See peer percentile detail. $4.99 for your first month.
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See the 6-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 | Custodial (other than securities); Re... | $12,976 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $8,142 |
PENSION ASSURANCE LLP2 years Filed as: PENSION & BENEFITS SOLUTIONS, INC. Service code 27 · EIN 86-0922116 | Advisory (Plan) | $4,240 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE CUSTODY FEES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,413 | $59,159-57.0% | $159,960-84.1% | $66,914-62.0% |
| Participation rate | 36.7% | 68.1%-31.4pp | 78.0%-41.2pp | 69.8%-33.1pp |
| Annual return | -15.46% | -12.26%-3.2pp | 408.60%-424.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $900 | $1,983-54.6% | $4,226-78.7% | $2,544-64.6% |
| Participant deferral / active EE | $1,850 | $4,395-57.9% | $6,182-70.1% | $4,237-56.3% |
| Admin fee / account holder | $306 | $591-48.3% | $8,698-96.5% | $593-48.5% |