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 | $103,024+5.0% | $112,040-3.5% | $79,634+35.8% |
| Participation rate | 94.0% | 80.6%+13.5pp | 76.5%+17.6pp | 62.5%+31.6pp |
| Annual return | 21.01% | 17.60%+3.4pp | 24.52%-3.5pp | 36.46%-15.4pp |
| Employer contribution / active EE | $11,157 | $3,015+270.1% | $2,954+277.7% | $2,529+341.1% |
| Participant deferral / active EE | $11,599 | $5,233+121.7% | $5,098+127.5% | $3,835+202.5% |
| Admin fee / account holder | $244 | $465-47.4% | $12,098-98.0% | $1,002-75.6% |