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 Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,420 |
Filed as: DESCHUTES PORTFOLIO STRATEGY L Service code 27 · EIN 27-5035231 | Advisory (Plan) | $27,766 |
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 | $110,517 | $57,651+91.7% | $112,229-1.5% | $71,457+54.7% |
| Participation rate | 97.7% | 58.9%+38.8pp | 72.4%+25.3pp | 67.9%+29.8pp |
| Annual return | 14.01% | 18.32%-4.3pp | 30.20%-16.2pp | 28.85%-14.8pp |
| Employer contribution / active EE | $4,914 | $1,913+156.8% | $3,430+43.2% | $2,588+89.9% |
| Participant deferral / active EE | $3,222 | $2,863+12.5% | $4,798-32.9% | $4,289-24.9% |
| Admin fee / account holder | $392 | $1,581-75.2% | $7,748-94.9% | $1,587-75.3% |