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 | Custodial (other than securities); Cl... | $38,861 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,996 |
COOPER SAVAS LLC1 year Service code 10 · EIN 27-5169784 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,670 | $39,019+227.2% | $80,716+58.2% | $85,850+48.7% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 10.46% | 26.27%-15.8pp | 87.28%-76.8pp | 318.53%-308.1pp |
| Employer contribution / active EE | $198 | $722-72.6% | $1,160-82.9% | $2,565-92.3% |
| Participant deferral / active EE | $626 | $1,326-52.8% | $2,146-70.8% | $3,952-84.2% |
| Admin fee / account holder | $465 | $2,431-80.9% | $3,380-86.2% | $6,260-92.6% |