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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $40,232 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,139 |
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 | $72,305 | $59,328+21.9% | $118,925-39.2% | $73,488-1.6% |
| Participation rate | 80.7% | 62.3%+18.4pp | 75.4%+5.3pp | 70.7%+10.0pp |
| Annual return | 3.79% | 19.13%-15.3pp | 35.88%-32.1pp | 28.51%-24.7pp |
| Employer contribution / active EE | $2,546 | $1,803+41.2% | $3,263-21.9% | $2,270+12.2% |
| Participant deferral / active EE | $4,928 | $2,604+89.2% | $4,265+15.6% | $3,740+31.8% |
| Admin fee / account holder | $339 | $600-43.6% | $6,581-94.9% | $513-34.0% |