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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $64,984 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $59,654 |
KUSHNER & COMPANY, INC.1 year Service code 27 · EIN 38-2444337 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $594,768 | $61,272+870.7% | $149,673+297.4% | $71,457+732.3% |
| Participation rate | 89.8% | 62.5%+27.3pp | 78.8%+11.1pp | 67.9%+21.9pp |
| Annual return | 17.42% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $23,949 | $2,378+907.0% | $4,818+397.1% | $2,588+825.5% |
| Participant deferral / active EE | $14,476 | $2,917+396.3% | $5,680+154.9% | $4,289+237.5% |
| Admin fee / account holder | $11 | $1,261-99.2% | $13,210-99.9% | $1,587-99.3% |