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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,508 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,439 | $69,763+39.7% | $67,502+44.3% | $74,495+30.8% |
| Participation rate | 84.4% | 71.4%+13.1pp | 72.9%+11.6pp | 67.2%+17.2pp |
| Annual return | 15.82% | -40.34%+56.2pp | 3512.12%-3496.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,277 | $2,704+21.2% | $2,731+20.0% | $2,623+24.9% |
| Participant deferral / active EE | $7,692 | $3,636+111.6% | $4,000+92.3% | $4,346+77.0% |
| Admin fee / account holder | $92 | $896-89.8% | $3,998-97.7% | $1,942-95.3% |