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 93-1253576 | Distribution (12b-1) fees; Custodial ... | $60,550 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $580 |
DWS FUNDS1 year Filed as: DWS TRUST COMPANY Service code 64 875 THIRD AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $67 |
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 | $70,748 | $60,795+16.4% | $69,455+1.9% | $65,185+8.5% |
| Participation rate | 81.3% | 74.9%+6.4pp | 74.6%+6.6pp | 70.2%+11.1pp |
| Annual return | 21.50% | 17.46%+4.0pp | 28.97%-7.5pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,299 | $2,452-6.2% | $2,779-17.3% | $2,177+5.6% |
| Participant deferral / active EE | $4,979 | $3,162+57.5% | $3,535+40.8% | $3,514+41.7% |
| Admin fee / account holder | $135 | $314-57.0% | $3,839-96.5% | $847-84.1% |