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 |
|---|---|---|
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $35,214 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,750 |
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 | $86,558 | $80,724+7.2% | $103,333-16.2% | $74,495+16.2% |
| Participation rate | 94.8% | 65.7%+29.1pp | 74.5%+20.3pp | 67.2%+27.6pp |
| Annual return | 14.82% | 27.56%-12.7pp | 24.88%-10.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,679 | $3,860+124.8% | $5,057+71.6% | $4,346+99.7% |
| Admin fee / account holder | $296 | $2,368-87.5% | $8,355-96.5% | $1,942-84.7% |