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 GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $108,152 |
GREENAWALT & CO.2+ years Service code 10 · EIN 23-2405297 | Accounting | $7,000 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $1,497 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,533 | $74,024-7.4% | $77,999-12.1% | $57,658+18.9% |
| Participation rate | 92.7% | 79.7%+12.9pp | 75.5%+17.2pp | 70.2%+22.5pp |
| Annual return | 5.64% | 12.14%-6.5pp | 425.96%-420.3pp | 5.13%+0.5pp |
| Employer contribution / active EE | $766 | $2,365-67.6% | $2,470-69.0% | $1,974-61.2% |
| Participant deferral / active EE | $2,556 | $3,533-27.7% | $3,497-26.9% | $3,061-16.5% |
| Admin fee / account holder | $140 | $93+49.9% | $5,480-97.5% | $95+47.8% |