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 5-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 GROUP2+ years Service code 15 · EIN 93-1253576 1100 SW SIXTH AVE. · PORTLAND, OR 97204 | Recordkeeping | $6,537 |
OSBORNE & ASSOCIATES, INC.2+ years Filed as: OSBORNE & ASSOCIATES INC. Service code 27 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Advisory (Plan) | $446 |
Service code 27 · EIN 25-1838406 1100 SW SIXTH AVE · PORTLAND, OR 97204 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,614 | $93,182-95.0% | $146,665-96.9% | $79,386-94.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 30.13% | 21.61%+8.5pp | 22.74%+7.4pp | 116.85%-86.7pp |
| Employer contribution / active EE | $1,779 | $2,420-26.5% | $4,136-57.0% | $2,427-26.7% |
| Participant deferral / active EE | $1,595 | $4,169-61.7% | $5,506-71.0% | $4,046-60.6% |
| Admin fee / account holder | $13 | $585-97.7% | $10,280-99.9% | $626-97.9% |