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 |
|---|---|---|
MARTEL WEALTH ADVISORS4 years Service code 27 · EIN 91-2092070 | Advisory (Plan) | $45,862 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $24,249 |
RELIANCE TRUST COMPANY3 years Service code 10 · EIN 58-1428634 | Accounting | $5,728 |
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 | $207,149 | $55,415+273.8% | $155,509+33.2% | $74,495+178.1% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.4pp | 67.2%+27.3pp |
| Annual return | 12.58% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,737 | $2,267+20.7% | $4,672-41.4% | $2,623+4.3% |
| Participant deferral / active EE | $7,243 | $2,836+155.4% | $5,626+28.7% | $4,346+66.7% |
| Admin fee / account holder | $314 | $1,738-81.9% | $15,912-98.0% | $1,942-83.8% |