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 9-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 (securities); Custodial (ot... | $34,915 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $22,401 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $8,105 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $3,216 |
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 | $49,622 | $59,805-17.0% | $79,550-37.6% | $68,494-27.6% |
| Participation rate | 85.9% | 61.1%+24.8pp | 69.5%+16.4pp | 67.9%+18.0pp |
| Annual return | -15.76% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $575 | $1,505-61.8% | $2,413-76.2% | $2,596-77.9% |
| Participant deferral / active EE | $3,789 | $3,024+25.3% | $3,985-4.9% | $4,027-5.9% |
| Admin fee / account holder | $417 | $4,835-91.4% | $6,832-93.9% | $5,403-92.3% |