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 | Custodial (other than securities); Di... | $35,971 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 27 · EIN 20-1484586 | Advisory (Plan) | $16,388 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $10,000 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC. Service code 27 · EIN 61-1758632 | Advisory (Plan) | $1,525 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,408 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,794 | $52,208-73.6% | $86,612-84.1% | $74,419-81.5% |
| Participation rate | 93.5% | 66.3%+27.2pp | 71.7%+21.8pp | 70.7%+22.8pp |
| Annual return | 11.90% | 44.46%-32.6pp | 591.07%-579.2pp | 34.38%-22.5pp |
| Employer contribution / active EE | $312 | $2,282-86.3% | $3,022-89.7% | $2,637-88.2% |
| Participant deferral / active EE | $2,019 | $3,383-40.3% | $4,438-54.5% | $4,528-55.4% |
| Admin fee / account holder | $181 | $319-43.2% | $5,614-96.8% | $348-47.9% |