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 GROUP9 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $118,463 |
EVERHART ADVISORS7 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $55,113 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $17,176 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK SCHAEFER HACKETT Service code 27 · EIN 31-0800053 | Advisory (Plan) | $14,353 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,713 | $88,890-65.4% | $102,423-70.0% | $77,643-60.4% |
| Participation rate | 83.7% | 80.9%+2.8pp | 76.5%+7.3pp | 70.6%+13.2pp |
| Annual return | 14.05% | 24.98%-10.9pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,633 | $2,698-39.5% | $3,023-46.0% | $2,726-40.1% |
| Participant deferral / active EE | $4,101 | $5,145-20.3% | $5,053-18.8% | $4,647-11.8% |
| Admin fee / account holder | $161 | $235-31.8% | $9,451-98.3% | $430-62.7% |