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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $31,609 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $19,473 |
PENSION ASSURANCE LLP4 years Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $7,515 |
Service code 59 | Shareholder Servicing | $2,940 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $61,000 | $71,050-14.1% | $93,606-34.8% | $80,856-24.6% |
| Participation rate | 83.7% | 60.4%+23.3pp | 68.7%+15.0pp | 67.6%+16.1pp |
| Annual return | 10.28% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $562 | $1,564-64.0% | $2,420-76.8% | $2,755-79.6% |
| Participant deferral / active EE | $3,557 | $4,034-11.8% | $4,411-19.4% | $4,296-17.2% |
| Admin fee / account holder | $488 | $6,945-93.0% | $8,285-94.1% | $6,918-92.9% |