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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,901 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $6,255 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,600 | $74,089+66.8% | $133,980-7.7% | $55,167+124.0% |
| Participation rate | 91.3% | 84.3%+7.0pp | 87.1%+4.3pp | 69.0%+22.3pp |
| Annual return | 8.66% | 12.11%-3.5pp | 29.30%-20.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $5,256 | $3,064+71.6% | $5,211+0.8% | $1,963+167.8% |
| Participant deferral / active EE | $7,526 | $4,678+60.9% | $6,282+19.8% | $3,054+146.4% |
| Admin fee / account holder | $253 | $458-44.8% | $9,324-97.3% | $504-49.8% |