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 8-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 GROUP2 years Service code 12 · EIN 53-1253576 | Recordkeeping and information managem... | $19,187 |
BERRY DUNN1 year Filed as: BERRYDUNN Service code 10 · EIN 45-2735233 | Accounting | $8,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,151 | $71,883-67.8% | $86,677-73.3% | $68,494-66.2% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.7pp |
| Annual return | -17.84% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,305 | $3,779+40.4% | $4,656+13.9% | $4,027+31.7% |
| Admin fee / account holder | $272 | $6,112-95.5% | $7,493-96.4% | $5,403-95.0% |