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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $127,017 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,303 |
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 | $51,515 | $71,666-28.1% | $117,854-56.3% | $69,631-26.0% |
| Participation rate | 71.7% | 77.5%-5.8pp | 79.7%-8.0pp | 70.7%+1.0pp |
| Annual return | 18.37% | 18.86%-0.5pp | 335.08%-316.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,916 | $1,889+1.4% | $3,786-49.4% | $2,032-5.7% |
| Participant deferral / active EE | $3,072 | $3,340-8.0% | $4,482-31.5% | $3,224-4.7% |
| Admin fee / account holder | $166 | $120+37.7% | $8,020-97.9% | $110+50.0% |