Filed October 24, 2016
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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,277 |
KORNERSTONE, INC.3 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $16,167 |
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 | $52,184 | $61,156-14.7% | $185,823-71.9% | $79,386-34.3% |
| Participation rate | 44.7% | 66.6%-21.9pp | 81.7%-37.0pp | 70.7%-26.0pp |
| Annual return | 12.84% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,411 | $2,321-39.2% | $5,167-72.7% | $2,427-41.9% |
| Participant deferral / active EE | $2,334 | $2,789-16.3% | $5,568-58.1% | $4,046-42.3% |
| Admin fee / account holder | $336 | $710-52.7% | $16,237-97.9% | $626-46.4% |