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 GROUP5+ years Service code 12 · EIN 93-1253756 | Direct payment from the plan; Distrib... | $10,506 |
RELIANCE TRUST COMPANY5+ 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 | $294,612 | $98,982+197.6% | $162,163+81.7% | $65,185+352.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.16% | 24.84%-1.7pp | 115.59%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $12,652 | $3,467+265.0% | $5,614+125.4% | $2,177+481.3% |
| Participant deferral / active EE | $10,330 | $5,384+91.8% | $7,298+41.5% | $3,514+194.0% |
| Admin fee / account holder | $27 | $596-95.4% | $10,843-99.7% | $847-96.8% |