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 GROUP7 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,920 |
HUNNEX AND SHOEMAKER, INC.6 years Filed as: HUNNEX AND SHOEMAKER Service code 15 · EIN 91-1072394 | Recordkeeping | $32,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,014 | $59,054-20.4% | $97,167-51.6% | $77,671-39.5% |
| Participation rate | 96.0% | 67.9%+28.1pp | 72.7%+23.3pp | 70.6%+25.4pp |
| Annual return | 13.97% | 16.96%-3.0pp | 75.27%-61.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $2,516 | $1,742+44.4% | $2,729-7.8% | $2,726-7.7% |
| Participant deferral / active EE | $6,275 | $3,930+59.7% | $4,264+47.2% | $4,648+35.0% |
| Admin fee / account holder | $150 | $346-56.6% | $5,650-97.3% | $430-65.1% |