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 GROUP4+ years Service code 15 · EIN 93-1253576 | Recordkeeping | $40,421 |
RELIANCE TRUST COMPANY4+ years Filed as: RELIANCE TRUST Service code 27 · EIN 25-1838406 | Advisory (Plan) | $18,351 |
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 | $41,319 | $37,196+11.1% | $154,107-73.2% | $55,725-25.9% |
| Participation rate | 97.9% | 64.1%+33.8pp | 83.0%+14.9pp | 70.9%+27.0pp |
| Annual return | -3.76% | 1319.68%-1323.4pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,238 | $1,614+100.6% | $5,298-38.9% | $2,078+55.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $120 | $102+17.8% | $13,411-99.1% | $115+3.9% |