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 | Sub-transfer agency fees; Claims proc... | $23,171 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,989 | $101,317+66.8% | $146,958+15.0% | $74,495+126.8% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 13.10% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $8,115 | $3,810+113.0% | $4,933+64.5% | $2,623+209.4% |
| Participant deferral / active EE | $13,320 | $7,303+82.4% | $8,070+65.1% | $4,346+206.5% |
| Admin fee / account holder | $56 | $1,739-96.8% | $12,998-99.6% | $1,942-97.1% |