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 FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 312 ELM ST STE 1550 · CINCINNATI, OH 45202 | Recordkeeping and information managem... | $35,119 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 84-0858799 1450 AMERICAN LANE · SCHAUMBURG, IL 60173 | Advisory (Plan) | $6,600 |
Filed as: MATROPOLITAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Recordkeeping | $100 |
Participant contribution per participant 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 | $35,970 | $101,317-64.5% | $146,958-75.5% | $74,495-51.7% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 17.44% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,388 | $3,810-63.6% | $4,933-71.9% | $2,623-47.1% |
| Participant deferral / active EE | $2,931 | $7,303-59.9% | $8,070-63.7% | $4,346-32.6% |
| Admin fee / account holder | $238 | $1,739-86.3% | $12,998-98.2% | $1,942-87.7% |