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 | Claims processing; Custodial (other t... | $9,162 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 27 · EIN 86-2963468 | Advisory (Plan) | $2,202 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,054 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,286 | $122,239-32.7% | $184,203-55.3% | $74,495+10.5% |
| Participation rate | 89.7% | 85.5%+4.2pp | 86.8%+2.9pp | 67.2%+22.5pp |
| Annual return | 17.27% | 19.95%-2.7pp | 28.81%-11.5pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,518 | $4,537-44.5% | $6,427-60.8% | $2,623-4.0% |
| Participant deferral / active EE | $5,413 | $7,139-24.2% | $9,131-40.7% | $4,346+24.6% |
| Admin fee / account holder | $64 | $1,260-94.9% | $13,901-99.5% | $1,942-96.7% |