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 GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $58,440 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,531 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,469 | $46,722-28.4% | $130,648-74.4% | $65,185-48.7% |
| Participation rate | 79.9% | 60.9%+19.0pp | 71.7%+8.1pp | 70.2%+9.7pp |
| Annual return | 19.95% | 24.17%-4.2pp | 1708.96%-1689.0pp | 29.38%-9.4pp |
| Employer contribution / active EE | $548 | $1,488-63.2% | $4,092-86.6% | $2,177-74.8% |
| Participant deferral / active EE | $2,698 | $2,545+6.0% | $3,603-25.1% | $3,514-23.2% |
| Admin fee / account holder | $321 | $453-29.0% | $5,464-94.1% | $847-62.1% |