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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $128,936 |
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 | $238,980 | $104,475+128.7% | $159,436+49.9% | $79,386+201.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.85% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $8,093 | $3,417+136.9% | $4,829+67.6% | $2,427+233.4% |
| Participant deferral / active EE | $15,694 | $6,467+142.7% | $7,352+113.5% | $4,046+287.9% |
| Admin fee / account holder | $492 | $711-30.8% | $10,799-95.4% | $626-21.4% |