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 GROUP4+ years Service code 12 · EIN 92-1253576 | Direct payment from the plan; Custodi... | $38,119 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,571 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,302 | $60,607-88.0% | $189,557-96.1% | $86,799-91.6% |
| Participation rate | 94.9% | 68.9%+26.0pp | 78.4%+16.4pp | 72.3%+22.6pp |
| Annual return | 19.17% | 65.18%-46.0pp | 64.17%-45.0pp | 97.91%-78.7pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $4,412-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,679 | $3,895-31.2% | $6,174-56.6% | $4,131-35.1% |
| Admin fee / account holder | $64 | $159-59.6% | $9,807-99.3% | $170-62.2% |