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 year Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 972041020 | Recordkeeping and information managem... | $19,171 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 10 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Accounting | $12,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,863 | $136,307-17.2% | $177,821-36.5% | $73,488+53.6% |
| Participation rate | 94.9% | 86.1%+8.8pp | 87.7%+7.2pp | 70.7%+24.2pp |
| Annual return | 14.74% | 18.68%-3.9pp | 48.32%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,468 | $3,712-60.5% | $5,918-75.2% | $2,270-35.3% |
| Participant deferral / active EE | $7,360 | $5,829+26.3% | $7,714-4.6% | $3,740+96.8% |
| Admin fee / account holder | $10 | $596-98.2% | $12,427-99.9% | $513-98.0% |