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 |
|---|---|---|
THE STANDARD1 year Service code 12 900 SW FIFTH AVENUE · PORTLAND, OR 97204 | Custodial (securities); Custodial (ot... | $50,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,256 | $74,552-27.2% | $62,995-13.9% | $69,631-22.1% |
| Participation rate | 42.6% | 78.3%-35.7pp | 74.8%-32.2pp | 70.7%-28.1pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $381 | $2,929-87.0% | $2,759-86.2% | $2,032-81.3% |
| Participant deferral / active EE | $1,901 | $2,974-36.1% | $3,329-42.9% | $3,224-41.0% |
| Admin fee / account holder | $169 | $59+184.0% | $3,600-95.3% | $110+52.8% |