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 | Recordkeeping and information managem... | $99,292 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $13,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,729 | $44,984-27.2% | $85,009-61.5% | $74,546-56.1% |
| Participation rate | 84.0% | 49.4%+34.6pp | 67.5%+16.5pp | 67.2%+16.8pp |
| Annual return | 13.46% | 26.25%-12.8pp | 66.47%-53.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $200 | $1,458-86.3% | $2,728-92.7% | $2,624-92.4% |
| Participant deferral / active EE | $6,336 | $2,733+131.8% | $4,522+40.1% | $4,347+45.8% |
| Admin fee / account holder | $96 | $2,208-95.7% | $6,153-98.4% | $1,944-95.1% |