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 3-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 | Recordkeeping and information managem... | $46,083 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,314 | $138,347-2.2% | $184,203-26.5% | $80,856+67.4% |
| Participation rate | 78.9% | 83.9%-5.0pp | 86.8%-7.9pp | 67.6%+11.3pp |
| Annual return | 10.88% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,557 | $7,071-49.7% | $9,131-61.0% | $4,296-17.2% |
| Admin fee / account holder | $475 | $10,483-95.5% | $13,901-96.6% | $6,918-93.1% |