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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $87,302 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $59,722 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,845 | $111,608-36.5% | $177,821-60.2% | $73,409-3.5% |
| Participation rate | 95.2% | 87.9%+7.4pp | 87.7%+7.5pp | 72.2%+23.0pp |
| Annual return | 17.50% | 18.23%-0.7pp | 48.32%-30.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $2,233 | $3,796-41.2% | $5,918-62.3% | $2,2340% |
| Participant deferral / active EE | $6,076 | $6,199-2.0% | $7,714-21.2% | $3,805+59.7% |
| Admin fee / account holder | $192 | $166+16.2% | $12,427-98.5% | $158+21.9% |