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 9-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 | Recordkeeping and information managem... | $69,223 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $60,533 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,929 | $88,122-13.8% | $141,162-46.2% | $67,579+12.4% |
| Participation rate | 9.6% | 76.5%-66.9pp | 82.5%-72.9pp | 71.3%-61.7pp |
| Annual return | -10.16% | 75.40%-85.6pp | 71.39%-81.5pp | 378.56%-388.7pp |
| Employer contribution / active EE | $975 | $3,224-69.8% | $4,735-79.4% | $2,148-54.6% |
| Participant deferral / active EE | $1,910 | $5,958-67.9% | $6,709-71.5% | $3,539-46.0% |
| Admin fee / account holder | $618 | $131+372.5% | $10,261-94.0% | $142+334.6% |