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 GROUP6+ years Service code 12 · EIN 92-1253576 | Recordkeeping and information managem... | $56,468 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $3,954 |
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 | $7,210 | $56,638-87.3% | $169,368-95.7% | $74,419-90.3% |
| Participation rate | 95.6% | 67.5%+28.1pp | 77.1%+18.5pp | 70.7%+24.9pp |
| Annual return | 24.59% | 24.75%-0.2pp | 405.60%-381.0pp | 34.38%-9.8pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,155 | $4,223-25.3% | $6,221-49.3% | $4,528-30.3% |
| Admin fee / account holder | $55 | $307-82.0% | $9,003-99.4% | $348-84.1% |