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... | $116,817 |
Service code 27 · EIN 27-1332437 | Advisory (Plan) | $22,303 |
RELIANCE TRUST COMPANY9+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $9,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,976 | $91,372-22.3% | $129,995-45.4% | $74,419-4.6% |
| Participation rate | 85.9% | 77.8%+8.1pp | 78.5%+7.4pp | 70.7%+15.2pp |
| Annual return | 16.17% | 23.21%-7.0pp | -137.18%+153.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,205 | $2,563+25.0% | $4,320-25.8% | $2,637+21.5% |
| Participant deferral / active EE | $5,379 | $4,721+13.9% | $5,820-7.6% | $4,528+18.8% |
| Admin fee / account holder | $196 | $283-30.7% | $10,614-98.2% | $348-43.6% |