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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $118,742 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,409 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,501 |
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 | $80,105 | $130,194-38.5% | $169,993-52.9% | $71,457+12.1% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 17.00% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,502 | $4,381-42.9% | $6,785-63.1% | $2,588-3.3% |
| Participant deferral / active EE | $7,307 | $6,923+5.6% | $10,408-29.8% | $4,289+70.4% |
| Admin fee / account holder | $291 | $966-69.9% | $12,815-97.7% | $1,587-81.7% |