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 |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $0 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $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 | $17,717 | $38,595-54.1% | $80,004-77.9% | $52,331-66.1% |
| Participation rate | 85.9% | 64.5%+21.4pp | 73.0%+12.9pp | 68.1%+17.8pp |
| Annual return | -0.00% | 2.04%-2.0pp | 7.63%-7.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $254 | $1,133-77.6% | $2,473-89.7% | $1,882-86.5% |
| Participant deferral / active EE | $1,595 | $2,318-31.2% | $3,204-50.2% | $3,022-47.2% |
| Admin fee / account holder | $45 | $304-85.4% | $5,033-99.1% | $592-92.5% |