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 LLC1 year Service code 27 · EIN 82-4772597 | Advisory (Plan) | $39,559 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $38,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,906 | $109,413-33.4% | $156,263-53.3% | $84,808-14.0% |
| Participation rate | 96.8% | 72.7%+24.2pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 15.40% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,466 | $2,907+19.2% | $4,333-20.0% | $2,631+31.7% |
| Participant deferral / active EE | $10,728 | $4,590+133.7% | $6,158+74.2% | $4,212+154.7% |
| Admin fee / account holder | $283 | $9,357-97.0% | $14,255-98.0% | $7,344-96.1% |