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 35-1253576 | Claims processing; Custodial (securit... | $57,141 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $9,451 |
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.)
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 | $35,419 | $54,701-35.2% | $86,188-58.9% | $71,457-50.4% |
| Participation rate | 59.9% | 60.1%-0.2pp | 69.0%-9.1pp | 67.9%-8.0pp |
| Annual return | 26.89% | 20.06%+6.8pp | 1168.45%-1141.6pp | 28.85%-2.0pp |
| Employer contribution / active EE | $2,451 | $1,265+93.7% | $2,380+3.0% | $2,588-5.3% |
| Participant deferral / active EE | $4,562 | $3,108+46.8% | $3,985+14.5% | $4,289+6.4% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,852-95.2% | $1,587-79.4% |