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 GROUP3+ years Service code 15 · EIN 93-1253576 1100 SW SIXTH AVE. · PORTLAND, OR 97204 | Recordkeeping | $10,738 |
OSBORNE & ASSOCIATES, INC.3+ years Filed as: OSBORNE & ASSOCIATES INC. Service code 27 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Advisory (Plan) | $1,568 |
STANDARD RETIREMENT SERVICES2 years 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.
Annual investment return 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 | $6,909 | $86,655-92.0% | $119,609-94.2% | $66,914-89.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -18.72% | -8.00%-10.7pp | -14.97%-3.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,787 | $2,536-29.5% | $4,232-57.8% | $2,544-29.7% |
| Participant deferral / active EE | $1,854 | $4,358-57.5% | $5,602-66.9% | $4,237-56.2% |
| Admin fee / account holder | $18 | $755-97.6% | $10,323-99.8% | $593-96.9% |