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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,103 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES6 years 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 | $25,933 | $61,272-57.7% | $149,673-82.7% | $71,457-63.7% |
| Participation rate | 83.7% | 62.5%+21.1pp | 78.8%+4.9pp | 67.9%+15.7pp |
| Annual return | 15.64% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $831 | $2,378-65.1% | $4,818-82.8% | $2,588-67.9% |
| Participant deferral / active EE | $2,445 | $2,917-16.2% | $5,680-57.0% | $4,289-43.0% |
| Admin fee / account holder | $264 | $1,261-79.1% | $13,210-98.0% | $1,587-83.4% |