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 GROUP5+ years Filed as: STANCORP FINACIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $369,461 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $19,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,854 | $44,794-91.4% | $90,281-95.7% | $77,787-95.0% |
| Participation rate | 77.0% | 66.6%+10.4pp | 73.3%+3.7pp | 73.2%+3.8pp |
| Annual return | 19.21% | 28.23%-9.0pp | 78.10%-58.9pp | 32.57%-13.4pp |
| Employer contribution / active EE | $4 | $1,809-99.8% | $2,854-99.9% | $2,504-99.9% |
| Participant deferral / active EE | $772 | $2,642-70.8% | $3,885-80.1% | $3,967-80.5% |
| Admin fee / account holder | $78 | $94-17.4% | $5,351-98.5% | $100-22.1% |