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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $60,020 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,870 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,111 | $81,625-58.2% | $167,512-79.6% | $74,304-54.1% |
| Participation rate | 94.0% | 60.0%+33.9pp | 77.1%+16.9pp | 60.3%+33.6pp |
| Annual return | 12.87% | 26.09%-13.2pp | 1615.79%-1602.9pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,940 | $2,010+46.2% | $3,882-24.3% | $2,241+31.2% |
| Participant deferral / active EE | $3,476 | $4,115-15.5% | $6,405-45.7% | $3,767-7.7% |
| Admin fee / account holder | $325 | $3,474-90.6% | $9,769-96.7% | $2,969-89.0% |