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 | Recordkeeping and information managem... | $31,019 |
Filed as: DESCHUTES PORTFOLIO STRATEGY LLC Service code 10 · EIN 27-5035231 | Accounting | $25,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,274 | $45,863+175.3% | $77,024+63.9% | $68,494+84.4% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -16.95% | 1.72%-18.7pp | 42.32%-59.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,766 | $1,650+7.0% | $2,812-37.2% | $2,596-32.0% |
| Participant deferral / active EE | $3,323 | $2,962+12.2% | $4,426-24.9% | $4,027-17.5% |
| Admin fee / account holder | $895 | $3,041-70.6% | $5,425-83.5% | $5,403-83.4% |