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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $145,407 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,656 |
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 | $54,693 | $69,159-20.9% | $125,175-56.3% | $67,579-19.1% |
| Participation rate | 78.1% | 78.2%-0.1pp | 79.8%-1.7pp | 71.3%+6.8pp |
| Annual return | 23.41% | 27.12%-3.7pp | 43.79%-20.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,214 | $2,023+9.4% | $3,865-42.7% | $2,148+3.1% |
| Participant deferral / active EE | $3,761 | $3,700+1.6% | $4,937-23.8% | $3,539+6.3% |
| Admin fee / account holder | $189 | $142+33.0% | $9,702-98.1% | $142+32.5% |