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 Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $53,611 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,956 | $65,061-21.7% | $143,757-64.6% | $66,914-23.8% |
| Participation rate | 90.8% | 65.2%+25.6pp | 80.3%+10.5pp | 69.8%+21.0pp |
| Annual return | -16.47% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,233 | $2,361-5.4% | $4,951-54.9% | $2,544-12.2% |
| Participant deferral / active EE | $4,040 | $2,919+38.4% | $5,637-28.3% | $4,237-4.7% |
| Admin fee / account holder | $174 | $502-65.2% | $14,673-98.8% | $593-70.6% |