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 10-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 |
|---|---|---|
SIKICH LLP3 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 27 · EIN 20-8014560 | Advisory (Plan) | $33,155 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $18,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,722 | $55,415+128.7% | $155,509-18.5% | $74,495+70.1% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 13.40% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $6,113 | $2,267+169.6% | $4,672+30.8% | $2,623+133.0% |
| Participant deferral / active EE | $4,036 | $2,836+42.3% | $5,626-28.3% | $4,346-7.1% |
| Admin fee / account holder | $284 | $1,738-83.6% | $15,912-98.2% | $1,942-85.4% |