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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,334 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,214 |
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 | $91,949 | $55,415+65.9% | $155,509-40.9% | $74,495+23.4% |
| Participation rate | 69.6% | 61.9%+7.7pp | 78.2%-8.6pp | 67.2%+2.4pp |
| Annual return | 11.76% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $4,320 | $2,267+90.5% | $4,672-7.5% | $2,623+64.7% |
| Participant deferral / active EE | $4,573 | $2,836+61.3% | $5,626-18.7% | $4,346+5.2% |
| Admin fee / account holder | $403 | $1,738-76.8% | $15,912-97.5% | $1,942-79.2% |