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 | Direct payment from the plan; Custodi... | $9,513 |
FLEXPATH STRATEGIES, LLC1 year Filed as: FLEXPATH STRATEGIES LLC Service code 27 · EIN 46-4782313 | Advisory (Plan) | $7,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,990 | $122,239-25.6% | $184,203-50.6% | $74,495+22.1% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.0pp | 67.2%+25.7pp |
| Annual return | 14.30% | 19.95%-5.6pp | 28.81%-14.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $6,127 | $4,537+35.0% | $6,427-4.7% | $2,623+133.6% |
| Participant deferral / active EE | $4,099 | $7,139-42.6% | $9,131-55.1% | $4,346-5.7% |
| Admin fee / account holder | $65 | $1,260-94.8% | $13,901-99.5% | $1,942-96.6% |