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 93-1253756 | Direct payment from the plan; Distrib... | $17,461 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $205,484 | $74,089+177.3% | $133,980+53.4% | $55,167+272.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.07% | 12.11%-4.0pp | 29.30%-21.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $12,206 | $3,064+298.4% | $5,211+134.2% | $1,963+521.9% |
| Participant deferral / active EE | $9,546 | $4,678+104.1% | $6,282+52.0% | $3,054+212.5% |
| Admin fee / account holder | $34 | $458-92.6% | $9,324-99.6% | $504-93.2% |