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 3-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... | $143,871 |
FRANCIS LLC1 year Filed as: FRANCIS, LLC Service code 10 · EIN 90-0142264 | Accounting | $63,612 |
ELGETHUN CAPITAL MANAGEMENT3+ years Service code 10 · EIN 46-2136660 | Accounting | $33,403 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,826 | $112,623-22.9% | $106,213-18.3% | $199,593-56.5% |
| Participation rate | 97.2% | 86.2%+11.0pp | 75.3%+22.0pp | 72.0%+25.3pp |
| Annual return | 17.09% | 15.57%+1.5pp | 116.14%-99.1pp | 34.25%-17.2pp |
| Employer contribution / active EE | $3,408 | $4,575-25.5% | $3,171+7.5% | $3,034+12.3% |
| Participant deferral / active EE | $7,425 | $6,659+11.5% | $5,016+48.0% | $5,087+46.0% |
| Admin fee / account holder | $79 | $107-26.4% | $11,033-99.3% | $269-70.7% |