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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $47,887 |
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,118 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: TOTAL SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,543 | $91,407+105.2% | $135,903+38.0% | $71,457+162.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.61% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $12,078 | $3,703+226.1% | $4,856+148.7% | $2,588+366.8% |
| Participant deferral / active EE | $12,008 | $7,092+69.3% | $7,758+54.8% | $4,289+180.0% |
| Admin fee / account holder | $35 | $1,266-97.2% | $10,762-99.7% | $1,587-97.8% |