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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $58,903 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $20,108 |
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 10 · EIN 27-5035231 | Accounting | $10,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,788 | $95,416+200.6% | $185,823+54.3% | $85,850+234.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.77% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $11,253 | $3,314+239.6% | $5,167+117.8% | $2,565+338.7% |
| Participant deferral / active EE | $8,664 | $3,423+153.1% | $5,568+55.6% | $3,952+119.2% |
| Admin fee / account holder | $706 | $7,213-90.2% | $16,237-95.7% | $6,260-88.7% |