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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $7,765 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $4,883 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $98,998 | $46,732+111.8% | $156,549-36.8% | $55,167+79.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.57% | 17.72%-9.1pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,901 | $2,105+37.8% | $5,501-47.3% | $1,963+47.8% |
| Participant deferral / active EE | $5,757 | $2,204+161.2% | $4,871+18.2% | $3,054+88.5% |
| Admin fee / account holder | $22 | $418-94.9% | $13,027-99.8% | $504-95.7% |