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 GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $95,698 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,777 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $13,259 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,123 | $65,946+83.7% | $81,783+48.1% | $77,671+55.9% |
| Participation rate | 50.8% | 65.8%-15.0pp | 72.4%-21.6pp | 70.6%-19.8pp |
| Annual return | 13.77% | 26.65%-12.9pp | 775.05%-761.3pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,659 | $2,371-30.0% | $2,913-43.0% | $2,726-39.2% |
| Participant deferral / active EE | $3,058 | $3,507-12.8% | $4,320-29.2% | $4,648-34.2% |
| Admin fee / account holder | $370 | $527-29.8% | $7,380-95.0% | $430-14.1% |