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 | Recordkeeping and information managem... | $29,874 |
Filed as: DESCHUTES PORTFOLIO STRATEGY L Service code 10 · EIN 27-5035231 | Accounting | $20,960 |
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 | $108,121 | $62,603+72.7% | $104,294+3.7% | $66,914+61.6% |
| Participation rate | 94.7% | 59.6%+35.1pp | 73.3%+21.5pp | 69.8%+24.9pp |
| Annual return | -13.47% | -14.70%+1.2pp | 24.61%-38.1pp | 1.58%-15.1pp |
| Employer contribution / active EE | $4,893 | $1,972+148.2% | $3,372+45.1% | $2,544+92.3% |
| Participant deferral / active EE | $3,228 | $2,853+13.2% | $4,625-30.2% | $4,237-23.8% |
| Admin fee / account holder | $410 | $656-37.5% | $7,339-94.4% | $593-30.9% |