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 GROUP3 years Filed as: STANCROP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,019 |
INDEPENDENT FINANCIAL PARTNERS6+ years Service code 10 · EIN 59-3331424 | Accounting | $39,160 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $5,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,972 | $70,908-16.8% | $98,907-40.4% | $73,488-19.8% |
| Participation rate | 93.4% | 73.8%+19.6pp | 76.0%+17.4pp | 70.7%+22.7pp |
| Annual return | 16.88% | 34.17%-17.3pp | 196.43%-179.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,711 | $2,036+33.1% | $2,689+0.8% | $2,270+19.4% |
| Participant deferral / active EE | $5,089 | $3,500+45.4% | $4,244+19.9% | $3,740+36.1% |
| Admin fee / account holder | $303 | $535-43.4% | $6,642-95.4% | $513-41.0% |