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 |
|---|---|---|
OPPENHEIMER11+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 53 · EIN 13-2886227 | Insurance Commissions | $49,607 |
STANCORP FINANCIAL GROUP4 years Filed as: STANCROP FINANCIAL GROUP Service code 10 · EIN 93-1253576 | Accounting | $33,449 |
HUNNEX AND SHOEMAKER, INC.11+ years Filed as: HUNNEX & SHOEMAKER INC Service code 13 · EIN 91-1072394 701 5TH AVE STE 6710 · SEATTLE, WA 98104 | Contract Administrator | $12,751 |
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 | $128,123 | $108,549+18.0% | $156,263-18.0% | $85,563+49.7% |
| Participation rate | 50.2% | 77.1%-26.9pp | 78.9%-28.7pp | 66.0%-15.8pp |
| Annual return | 16.41% | 21.79%-5.4pp | 59.47%-43.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,994 | $2,690-25.8% | $4,333-54.0% | $2,654-24.8% |
| Participant deferral / active EE | $3,687 | $4,800-23.2% | $6,158-40.1% | $4,375-15.7% |
| Admin fee / account holder | $544 | $650-16.2% | $14,255-96.2% | $834-34.7% |