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 GROUP3+ years Service code 12 · EIN 93-1253756 | Custodial (securities); Sub-transfer ... | $12,424 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,246 | $89,739+184.4% | $149,718+70.5% | $62,292+309.8% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.1pp | 69.5%+29.6pp |
| Annual return | 19.41% | 21.01%-1.6pp | 1501.63%-1482.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $12,300 | $3,233+280.4% | $5,445+125.9% | $2,042+502.3% |
| Participant deferral / active EE | $9,935 | $4,797+107.1% | $6,569+51.2% | $3,169+213.5% |
| Admin fee / account holder | $33 | $551-94.0% | $11,283-99.7% | $479-93.1% |