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 GROUP1 year Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $32,282 |
Filed as: SCHWAB FINANCIAL SERVICES 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,219 | $58,083+31.2% | $80,019-4.7% | $56,287+35.4% |
| Participation rate | 54.0% | 73.6%-19.6pp | 75.8%-21.9pp | 69.9%-15.9pp |
| Annual return | -3.17% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,800 | $1,932-6.8% | $2,468-27.1% | $2,111-14.7% |
| Participant deferral / active EE | $3,605 | $3,135+15.0% | $3,686-2.2% | $3,350+7.6% |
| Admin fee / account holder | $351 | $623-43.6% | $6,521-94.6% | $521-32.6% |