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 GROUP7 years Service code 12 · EIN 35-1253576 | Direct payment from the plan; Shareho... | $66,248 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $13,180 |
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 | $39,325 | $59,417-33.8% | $93,606-58.0% | $74,495-47.2% |
| Participation rate | 69.7% | 59.7%+10.1pp | 68.7%+1.0pp | 67.2%+2.5pp |
| Annual return | 13.13% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,495 | $1,264+97.5% | $2,420+3.1% | $2,623-4.9% |
| Participant deferral / active EE | $4,831 | $3,050+58.4% | $4,411+9.5% | $4,346+11.2% |
| Admin fee / account holder | $373 | $3,021-87.7% | $8,285-95.5% | $1,942-80.8% |