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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $44,138 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $3,891 |
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 | $179,182 | $60,349+196.9% | $74,183+141.5% | $62,891+184.9% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 7.48% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $823 | $1,680-51.0% | $2,370-65.3% | $2,281-63.9% |
| Participant deferral / active EE | $4,669 | $2,856+63.5% | $3,550+31.5% | $3,203+45.8% |
| Admin fee / account holder | $236 | $4,261-94.5% | $5,586-95.8% | $4,296-94.5% |