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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $81,570 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $23,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,811 | $55,415+53.0% | $155,509-45.5% | $74,495+13.8% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 15.51% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,360 | $2,267-40.0% | $4,672-70.9% | $2,623-48.2% |
| Participant deferral / active EE | $3,928 | $2,836+38.5% | $5,626-30.2% | $4,346-9.6% |
| Admin fee / account holder | $203 | $1,738-88.3% | $15,912-98.7% | $1,942-89.5% |