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 Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $24,880 |
SHERIDAN ROAD ADVISORS LLC5 years Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 3510 N. CAUSEWAY BOULEVARD · METAIRIE, LA 70002 | Advisory (Plan) | $7,363 |
CHARLES SCHWAB & CO., INC.5 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 | $206,591 | $109,881+88.0% | $150,045+37.7% | $84,808+143.6% |
| Participation rate | 98.9% | 76.1%+22.9pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 13.09% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $7,312 | $3,561+105.3% | $4,693+55.8% | $2,631+177.9% |
| Participant deferral / active EE | $7,308 | $6,636+10.1% | $7,997-8.6% | $4,212+73.5% |
| Admin fee / account holder | $237 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |