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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $105,549 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,800 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,484 | $35,485+98.6% | $74,550-5.5% | $55,725+26.5% |
| Participation rate | 76.8% | 62.5%+14.3pp | 69.1%+7.7pp | 70.9%+6.0pp |
| Annual return | -6.43% | 0.72%-7.2pp | 32.53%-39.0pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,476 | $777+89.9% | $1,961-24.7% | $2,078-29.0% |
| Participant deferral / active EE | $4,907 | $2,181+125.0% | $3,108+57.9% | $3,356+46.2% |
| Admin fee / account holder | $26 | $114-77.7% | $5,060-99.5% | $115-77.9% |