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 93-1253756 | Custodial (securities); Sub-transfer ... | $75,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,813 | $46,072+68.9% | $70,014+11.1% | $55,167+41.0% |
| Participation rate | 81.3% | 67.5%+13.8pp | 71.8%+9.5pp | 69.0%+12.3pp |
| Annual return | 6.15% | 8.68%-2.5pp | 12.99%-6.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $6,749 | $1,500+350.0% | $2,338+188.6% | $1,963+243.9% |
| Participant deferral / active EE | $4,588 | $2,344+95.8% | $2,931+56.5% | $3,054+50.2% |
| Admin fee / account holder | $522 | $428+22.0% | $4,380-88.1% | $504+3.6% |