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 |
|---|---|---|
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $31,080 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $25,939 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,707 | $65,376+31.1% | $87,100-1.6% | $65,185+31.5% |
| Participation rate | 61.8% | 75.3%-13.6pp | 76.9%-15.1pp | 70.2%-8.4pp |
| Annual return | 16.48% | 31.27%-14.8pp | 28.19%-11.7pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,301 | $1,822-28.6% | $2,521-48.4% | $2,177-40.2% |
| Participant deferral / active EE | $3,203 | $3,388-5.5% | $4,049-20.9% | $3,514-8.8% |
| Admin fee / account holder | $663 | $520+27.6% | $7,497-91.2% | $847-21.7% |