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 | Custodial (securities); Sub-transfer ... | $96,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,025 | $80,753+78.4% | $136,294+5.7% | $62,292+131.2% |
| Participation rate | 90.9% | 73.5%+17.4pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 12.77% | 35.83%-23.1pp | 5155.94%-5143.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,251 | $2,884-56.6% | $4,695-73.4% | $2,042-38.8% |
| Participant deferral / active EE | $5,661 | $5,164+9.6% | $6,247-9.4% | $3,169+78.6% |
| Admin fee / account holder | $590 | $525+12.2% | $9,243-93.6% | $479+23.0% |