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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,854 |
BB&T3 years Filed as: BB&T INSTL INVESTMENT ADVISORS, INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $37,624 |
Service code 19 | Securities Custodian | $2,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,003 | $56,485-43.3% | $185,823-82.8% | $86,799-63.1% |
| Participation rate | 78.9% | 65.5%+13.5pp | 81.7%-2.8pp | 72.3%+6.7pp |
| Annual return | 40.18% | 118.04%-77.9pp | 122.05%-81.9pp | 97.91%-57.7pp |
| Employer contribution / active EE | $458 | $1,843-75.2% | $5,167-91.1% | $2,405-81.0% |
| Participant deferral / active EE | $2,134 | $2,553-16.4% | $5,568-61.7% | $4,131-48.3% |
| Admin fee / account holder | $183 | $150+22.2% | $16,237-98.9% | $170+7.8% |