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 15 · EIN 93-1253576 | Recordkeeping | $32,726 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 27 · EIN 25-1838406 | Advisory (Plan) | $19,446 |
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 | $44,729 | $46,173-3.1% | $170,442-73.8% | $69,631-35.8% |
| Participation rate | 95.8% | 63.9%+31.9pp | 83.6%+12.2pp | 70.7%+25.1pp |
| Annual return | 14.51% | 21.62%-7.1pp | 205.93%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $3,132 | $1,610+94.6% | $5,433-42.4% | $2,032+54.1% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $99 | $116-14.3% | $13,880-99.3% | $110-10.0% |