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... | $54,100 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC (DBA)CAP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,928 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,905 | $64,839+40.2% | $95,585-4.9% | $84,808+7.2% |
| Participation rate | 81.9% | 63.8%+18.1pp | 72.1%+9.9pp | 68.3%+13.6pp |
| Annual return | 4.29% | -670.96%+675.2pp | 38.56%-34.3pp | 40.90%-36.6pp |
| Employer contribution / active EE | $5,842 | $1,759+232.2% | $2,527+131.2% | $2,631+122.1% |
| Participant deferral / active EE | $9,733 | $2,965+228.3% | $4,023+142.0% | $4,212+131.1% |
| Admin fee / account holder | $451 | $5,964-92.4% | $6,127-92.6% | $7,344-93.9% |