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 7-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 Service code 12 · EIN 92-1253576 | Direct payment from the plan; Claims ... | $42,193 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $3,199 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,874 | $56,152-87.8% | $185,823-96.3% | $73,409-90.6% |
| Participation rate | 92.5% | 67.6%+25.0pp | 78.0%+14.5pp | 72.2%+20.4pp |
| Annual return | 29.57% | 17.59%+12.0pp | 35.95%-6.4pp | 59.29%-29.7pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,153 | $3,659-13.8% | $5,632-44.0% | $3,805-17.2% |
| Admin fee / account holder | $90 | $132-32.0% | $9,500-99.1% | $158-43.1% |