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 GROUP5+ years Service code 12 · EIN 92-1253576 | Direct payment from the plan; Custodi... | $52,335 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,039 |
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 | $5,603 | $50,458-88.9% | $159,960-96.5% | $64,808-91.4% |
| Participation rate | 95.0% | 68.0%+27.0pp | 78.0%+17.1pp | 71.5%+23.6pp |
| Annual return | -17.53% | -13.42%-4.1pp | 408.60%-426.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,898 | $4,004-27.6% | $6,182-53.1% | $4,310-32.8% |
| Admin fee / account holder | $62 | $706-91.3% | $8,698-99.3% | $188-67.2% |