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 | Custodial (other than securities); Cl... | $23,565 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $12,133 |
RELIANCE TRUST COMPANY6+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,414 | $66,124-66.1% | $90,404-75.2% | $73,488-69.5% |
| Participation rate | 64.6% | 69.7%-5.1pp | 72.7%-8.1pp | 70.7%-6.1pp |
| Annual return | 10.01% | 17.65%-7.6pp | 1293.02%-1283.0pp | 28.51%-18.5pp |
| Employer contribution / active EE | $745 | $2,346-68.2% | $3,262-77.2% | $2,270-67.2% |
| Participant deferral / active EE | $1,592 | $3,039-47.6% | $3,963-59.8% | $3,740-57.4% |
| Admin fee / account holder | $332 | $396-16.2% | $5,611-94.1% | $513-35.3% |