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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $696 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $525 |
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 | $62,081 | $99,957-37.9% | $149,696-58.5% | $73,488-15.5% |
| Participation rate | 79.6% | 75.7%+3.9pp | 82.5%-2.9pp | 70.7%+8.9pp |
| Annual return | 18.37% | 53.87%-35.5pp | 276.60%-258.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $924 | $3,191-71.1% | $4,644-80.1% | $2,270-59.3% |
| Participant deferral / active EE | $6,526 | $6,073+7.5% | $6,842-4.6% | $3,740+74.5% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.8% |