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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $35,468 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $10,433 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $6,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,990 | $61,272-82.1% | $149,673-92.7% | $71,457-84.6% |
| Participation rate | 91.6% | 62.5%+29.1pp | 78.8%+12.9pp | 67.9%+23.7pp |
| Annual return | 16.47% | 35.85%-19.4pp | 134.42%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,306 | $2,917+13.3% | $5,680-41.8% | $4,289-22.9% |
| Admin fee / account holder | $187 | $1,261-85.2% | $13,210-98.6% | $1,587-88.2% |