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 93-1253756 | Recordkeeping and information managem... | $5,236 |
RELIANCE TRUST COMPANY6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,583 | $136,307+157.9% | $177,821+97.7% | $73,488+378.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.04% | 18.68%-2.6pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $13,148 | $3,712+254.2% | $5,918+122.2% | $2,270+479.2% |
| Participant deferral / active EE | $11,205 | $5,829+92.2% | $7,714+45.3% | $3,740+199.6% |
| Admin fee / account holder | $35 | $596-94.1% | $12,427-99.7% | $513-93.1% |