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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,062 |
SIGMA FINANCIAL CORPORATION1+ years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $22,019 |
SILVERMAN KAPLAN & SAKWA CPA'S PC1+ years Filed as: SILVERMAN KAPLAN & SAKWA CPAS Service code 10 · EIN 38-3084880 | Accounting | $8,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,761 | $33,745-38.5% | $64,105-67.6% | $55,191-62.4% |
| Participation rate | 77.7% | 59.4%+18.3pp | 68.2%+9.5pp | 69.2%+8.5pp |
| Annual return | -2.49% | 4.95%-7.4pp | 791.24%-793.7pp | 10.78%-13.3pp |
| Employer contribution / active EE | $100 | $641-84.4% | $1,820-94.5% | $1,899-94.7% |
| Participant deferral / active EE | $2,053 | $1,929+6.4% | $2,822-27.2% | $3,046-32.6% |
| Admin fee / account holder | $279 | $94+195.7% | $4,499-93.8% | $91+207.3% |