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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $33,496 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 19 · EIN 81-0776852 | Securities Custodian | $22,762 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $290 |
AB FUNDS1 year Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
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 | $38,169 | $56,152-32.0% | $185,823-79.5% | $73,409-48.0% |
| Participation rate | 71.4% | 67.6%+3.9pp | 78.0%-6.6pp | 72.2%-0.7pp |
| Annual return | 15.53% | 17.59%-2.1pp | 35.95%-20.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,443 | $1,532-5.8% | $4,087-64.7% | $2,234-35.4% |
| Participant deferral / active EE | $2,268 | $3,659-38.0% | $5,632-59.7% | $3,805-40.4% |
| Admin fee / account holder | $155 | $132+17.3% | $9,500-98.4% | $158-1.9% |