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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,807 |
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 | $226,624 | $91,407+147.9% | $135,903+66.8% | $71,457+217.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.15% | 29.90%-10.7pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $8,449 | $3,703+128.1% | $4,856+74.0% | $2,588+226.5% |
| Participant deferral / active EE | $17,752 | $7,092+150.3% | $7,758+128.8% | $4,289+313.9% |
| Admin fee / account holder | $518 | $1,266-59.1% | $10,762-95.2% | $1,587-67.4% |