Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $52,209 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON POINTE ADVISORS, LLC Service code 27 · EIN 47-0848703 | Advisory (Plan) | $21,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,976 | $60,261+16.1% | $81,783-14.4% | $74,546-6.1% |
| Participation rate | 89.5% | 62.9%+26.6pp | 72.4%+17.2pp | 67.2%+22.3pp |
| Annual return | 11.98% | 16.88%-4.9pp | 775.05%-763.1pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $2,784 | $2,622+6.2% | $2,913-4.4% | $2,624+6.1% |
| Participant deferral / active EE | $6,412 | $3,388+89.3% | $4,320+48.4% | $4,347+47.5% |
| Admin fee / account holder | $155 | $1,482-89.6% | $7,380-97.9% | $1,944-92.0% |