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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $24,078 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADVISORS, LLC Service code 27 · EIN 36-4344751 | Advisory (Plan) | $18,542 |
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 | $78,990 | $52,467+50.6% | $57,179+38.1% | $55,167+43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.76% | 7.72%-2.0pp | 14.59%-8.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,068 | $2,477-56.9% | $2,682-60.2% | $1,963-45.6% |
| Participant deferral / active EE | $2,501 | $2,830-11.6% | $3,096-19.2% | $3,054-18.1% |
| Admin fee / account holder | $201 | $269-25.4% | $3,139-93.6% | $504-60.2% |