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 GROUP8 years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $48,781 |
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $6,474 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,687 | $50,982-18.2% | $154,803-73.1% | $85,563-51.3% |
| Participation rate | 75.6% | 59.8%+15.8pp | 78.1%-2.5pp | 66.0%+9.6pp |
| Annual return | 15.48% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $6,628 | $1,708+288.0% | $4,305+53.9% | $2,654+149.8% |
| Participant deferral / active EE | $2,329 | $2,474-5.9% | $5,540-58.0% | $4,375-46.8% |
| Admin fee / account holder | $97 | $846-88.6% | $14,329-99.3% | $834-88.4% |