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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $116,012 |
GREERWALKER LLP2 years Service code 10 · EIN 56-1434747 | Accounting | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,192 | $48,750-21.7% | $88,946-57.1% | $74,304-48.6% |
| Participation rate | 79.7% | 44.5%+35.2pp | 68.8%+10.9pp | 60.3%+19.4pp |
| Annual return | 16.19% | 25.91%-9.7pp | 57.82%-41.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $280 | $1,255-77.7% | $2,555-89.1% | $2,241-87.5% |
| Participant deferral / active EE | $6,326 | $2,423+161.1% | $4,581+38.1% | $3,767+67.9% |
| Admin fee / account holder | $92 | $3,756-97.5% | $8,261-98.9% | $2,969-96.9% |