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 | Custodial (other than securities); Cl... | $33,153 |
FIRST NATIONAL TRUST COMPANY2+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $23,844 |
COHEN & COMPANY2+ years Service code 10 · EIN 34-1912961 | Accounting | $7,500 |
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 | $35,111 | $44,425-21.0% | $67,834-48.2% | $55,167-36.4% |
| Participation rate | 95.9% | 59.7%+36.2pp | 68.8%+27.1pp | 69.0%+26.9pp |
| Annual return | 7.53% | 17.80%-10.3pp | 138.47%-130.9pp | 169.23%-161.7pp |
| Employer contribution / active EE | $742 | $1,351-45.1% | $2,403-69.1% | $1,963-62.2% |
| Participant deferral / active EE | $1,249 | $2,166-42.3% | $3,160-60.5% | $3,054-59.1% |
| Admin fee / account holder | $214 | $530-59.7% | $4,622-95.4% | $504-57.6% |