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) | $35,385 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $29,500 |
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 | $120,688 | $86,286+39.9% | $111,297+8.4% | $85,850+40.6% |
| Participation rate | 61.6% | 73.3%-11.7pp | 77.3%-15.7pp | 69.3%-7.7pp |
| Annual return | 13.12% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,493 | $2,043-26.9% | $2,731-45.3% | $2,565-41.8% |
| Participant deferral / active EE | $3,809 | $3,641+4.6% | $4,487-15.1% | $3,952-3.6% |
| Admin fee / account holder | $865 | $8,188-89.4% | $7,964-89.1% | $6,260-86.2% |