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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $27,858 |
SUP WELFARE PLAN, INC.6+ years Filed as: SUP WELFARE PLAN INC Service code 13 · EIN 94-1243666 | Contract Administrator | $27,554 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $12,550 |
TRUCKER HUSS6+ years Service code 29 · EIN 94-3216063 | Legal | $5,968 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,356 | $51,288+23.5% | $81,983-22.7% | $73,409-13.7% |
| Participation rate | 29.4% | 64.0%-34.6pp | 69.2%-39.8pp | 72.2%-42.8pp |
| Annual return | 14.00% | 29.48%-15.5pp | 41.31%-27.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $49 | $1,487-96.7% | $2,498-98.0% | $2,234-97.8% |
| Participant deferral / active EE | $1,031 | $2,715-62.0% | $3,722-72.3% | $3,805-72.9% |
| Admin fee / account holder | $409 | $125+226.3% | $5,664-92.8% | $158+159.0% |