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 9-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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $140,853 |
FIRST NATIONAL TRUST COMPANY8 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $77,377 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $64,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,705 | $89,436+14.8% | $164,813-37.7% | $77,643+32.3% |
| Participation rate | 88.6% | 78.6%+10.0pp | 78.6%+10.0pp | 70.6%+18.0pp |
| Annual return | 12.57% | 28.83%-16.3pp | 69.93%-57.4pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,892 | $2,569-26.3% | $4,341-56.4% | $2,726-30.6% |
| Participant deferral / active EE | $3,277 | $4,897-33.1% | $6,031-45.7% | $4,647-29.5% |
| Admin fee / account holder | $211 | $339-37.9% | $12,690-98.3% | $430-51.0% |