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 | $116,081+10.4% | $156,181-18.0% | $79,634+60.9% |
| Participation rate | 50.2% | 75.6%-25.4pp | 78.8%-28.7pp | 62.5%-12.3pp |
| Annual return | 16.41% | 15.89%+0.5pp | 64.87%-48.5pp | 36.46%-20.0pp |
| Employer contribution / active EE | $1,994 | $2,828-29.5% | $4,294-53.6% | $2,529-21.1% |
| Participant deferral / active EE | $3,687 | $4,584-19.6% | $6,132-39.9% | $3,835-3.9% |
| Admin fee / account holder | $544 | $854-36.3% | $14,586-96.3% | $1,002-45.7% |