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... | $66,252 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $15,579 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,175 | $66,098-25.6% | $101,794-51.7% | $74,304-33.8% |
| Participation rate | 65.8% | 53.8%+12.0pp | 69.2%-3.4pp | 60.3%+5.4pp |
| Annual return | 21.46% | 19.59%+1.9pp | 30.53%-9.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $2,507 | $1,082+131.8% | $2,289+9.5% | $2,241+11.9% |
| Participant deferral / active EE | $4,778 | $2,781+71.8% | $4,084+17.0% | $3,767+26.8% |
| Admin fee / account holder | $379 | $4,146-90.9% | $8,777-95.7% | $2,969-87.2% |