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 |
|---|---|---|
ABBEY STREET LLC3 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $31,548 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,693 | $84,414-32.8% | $164,813-65.6% | - |
| Participation rate | 99.0% | 69.4%+29.6pp | 78.6%+20.4pp | - |
| Annual return | 15.48% | 13.94%+1.5pp | 69.93%-54.4pp | - |
| Employer contribution / active EE | $3,272 | $2,400+36.3% | $4,341-24.6% | - |
| Participant deferral / active EE | $9,829 | $4,277+129.8% | $6,031+63.0% | - |
| Admin fee / account holder | $213 | $4,429-95.2% | $12,690-98.3% | - |