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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $52,102 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,902 |
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 | $65,599 | $62,603+4.8% | $104,294-37.1% | $66,914-2.0% |
| Participation rate | 83.1% | 59.6%+23.5pp | 73.3%+9.8pp | 69.8%+13.3pp |
| Annual return | -15.65% | -14.70%-1.0pp | 24.61%-40.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,774 | $1,972+40.7% | $3,372-17.7% | $2,544+9.0% |
| Participant deferral / active EE | $4,345 | $2,853+52.3% | $4,625-6.1% | $4,237+2.5% |
| Admin fee / account holder | $355 | $656-45.9% | $7,339-95.2% | $593-40.2% |