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 GROUP7 years Service code 10 · EIN 93-1253576 | Accounting | $78,483 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 27 · EIN 42-1558009 | Advisory (Plan) | $11,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,142 | $98,727+9.5% | $113,168-4.4% | $85,563+26.4% |
| Participation rate | 94.0% | 80.8%+13.2pp | 76.6%+17.5pp | 66.0%+28.1pp |
| Annual return | 21.01% | 17.43%+3.6pp | 24.27%-3.3pp | 31.51%-10.5pp |
| Employer contribution / active EE | $11,157 | $2,907+283.8% | $2,975+275.0% | $2,654+320.5% |
| Participant deferral / active EE | $11,599 | $5,424+113.8% | $5,107+127.1% | $4,375+165.1% |
| Admin fee / account holder | $244 | $357-31.5% | $12,068-98.0% | $834-70.7% |