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 GROUP6+ years Filed as: STANCORP FINACIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $386,713 |
RELIANCE TRUST COMPANY5 years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $19,745 |
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 | $5,245 | $47,634-89.0% | $90,404-94.2% | $90,288-94.2% |
| Participation rate | 87.3% | 67.5%+19.8pp | 72.7%+14.6pp | 73.4%+14.0pp |
| Annual return | 13.83% | 19.61%-5.8pp | 1293.02%-1279.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $803 | $2,824-71.6% | $3,963-79.8% | $4,232-81.0% |
| Admin fee / account holder | $101 | $106-4.3% | $5,611-98.2% | $114-11.0% |