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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,782 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 27 · EIN 20-1484586 | Advisory (Plan) | $18,563 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $8,085 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $2,121 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,925 | $47,722-75.0% | $82,719-85.6% | $64,808-81.6% |
| Participation rate | 91.5% | 67.6%+23.9pp | 72.6%+19.0pp | 71.5%+20.1pp |
| Annual return | -11.98% | -13.05%+1.1pp | 701.18%-713.2pp | 32.82%-44.8pp |
| Employer contribution / active EE | $236 | $2,179-89.2% | $3,009-92.2% | $2,506-90.6% |
| Participant deferral / active EE | $1,824 | $3,329-45.2% | $4,395-58.5% | $4,310-57.7% |
| Admin fee / account holder | $172 | $143+20.5% | $5,329-96.8% | $188-8.3% |