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 GROUP5 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $61,214 |
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 27 · EIN 27-5035231 | Advisory (Plan) | $41,348 |
Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $1,140 |
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 | $259,575 | $73,867+251.4% | $143,757+80.6% | $68,494+279.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $14,050 | $3,184+341.2% | $4,951+183.8% | $2,596+441.1% |
| Participant deferral / active EE | $10,539 | $3,384+211.4% | $5,637+87.0% | $4,027+161.7% |
| Admin fee / account holder | $908 | $5,755-84.2% | $14,673-93.8% | $5,403-83.2% |