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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $72,584 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,840 | $67,984+61.6% | $65,493+67.7% | $74,304+47.8% |
| Participation rate | 88.2% | 66.3%+21.8pp | 73.1%+15.1pp | 60.3%+27.8pp |
| Annual return | 15.21% | 19.87%-4.7pp | 982.45%-967.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,639 | $2,491+46.1% | $2,574+41.4% | $2,241+62.4% |
| Participant deferral / active EE | $8,212 | $3,346+145.4% | $3,961+107.3% | $3,767+118.0% |
| Admin fee / account holder | $99 | $1,373-92.8% | $5,028-98.0% | $2,969-96.7% |