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 GROUP5+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (other than sec... | $8,390 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,664 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,453 | $88,515-14.8% | $162,163-53.5% | $67,579+11.7% |
| Participation rate | 97.9% | 86.8%+11.1pp | 87.6%+10.3pp | 71.3%+26.6pp |
| Annual return | 26.32% | 27.04%-0.7pp | 115.59%-89.3pp | 378.56%-352.2pp |
| Employer contribution / active EE | $1,867 | $3,563-47.6% | $5,614-66.7% | $2,148-13.1% |
| Participant deferral / active EE | $5,819 | $5,724+1.7% | $7,298-20.3% | $3,539+64.4% |
| Admin fee / account holder | $22 | $124-81.8% | $10,843-99.8% | $142-84.2% |