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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $95,959 |
GOOD LIFE ADVISORS, LLC5 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $26,235 |
Filed as: METLIFE Service code 10 · EIN 54-0696644 | Accounting | $6,968 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,254 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,435 | $49,693-8.6% | $70,515-35.6% | $74,419-38.9% |
| Participation rate | 88.3% | 64.7%+23.7pp | 68.3%+20.0pp | 70.7%+17.6pp |
| Annual return | 15.54% | 21.22%-5.7pp | 32.77%-17.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,259 | $1,773-29.0% | $2,973-57.7% | $2,637-52.3% |
| Participant deferral / active EE | $3,981 | $3,376+17.9% | $4,567-12.8% | $4,528-12.1% |
| Admin fee / account holder | $236 | $316-25.3% | $6,412-96.3% | $348-32.2% |