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 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (securities); Recordkeeping... | $27,660 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 3510 N. CAUSEWAY BOULEVARD · METAIRIE, LA 70002 | Advisory (Plan) | $6,832 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 300 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,949 | $102,317+80.8% | $146,958+25.9% | $80,856+128.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.90% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $7,353 | $3,713+98.0% | $4,933+49.1% | $2,755+166.9% |
| Participant deferral / active EE | $6,004 | $6,644-9.6% | $8,070-25.6% | $4,296+39.8% |
| Admin fee / account holder | $265 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |