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 |
|---|---|---|
SUP WELFARE PLAN, INC.4+ years Filed as: SUP WELFARE PLAN INC Service code 13 · EIN 94-1243666 | Contract Administrator | $26,566 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $23,263 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $11,712 |
TRUCKER HUSS4+ years Service code 29 · EIN 94-3216063 | Legal | $7,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,139 | $41,467+11.3% | $67,313-31.5% | $55,725-17.2% |
| Participation rate | 27.7% | 62.5%-34.8pp | 69.1%-41.4pp | 70.9%-43.2pp |
| Annual return | -1.10% | 0.82%-1.9pp | -4.08%+3.0pp | 244.93%-246.0pp |
| Employer contribution / active EE | $50 | $1,316-96.2% | $2,566-98.0% | $2,078-97.6% |
| Participant deferral / active EE | $1,021 | $2,399-57.4% | $3,568-71.4% | $3,356-69.6% |
| Admin fee / account holder | $399 | $102+290.6% | $4,507-91.2% | $115+246.1% |