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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $47,107 |
WHITLEY PENN LLP10+ years Service code 10 · EIN 75-2393478 | Accounting | $16,480 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,881 | $126,519+84.1% | $106,201+119.3% | $145,959+59.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.14% | 225.10%-211.0pp | 116.26%-102.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $8,039 | $3,726+115.8% | $3,170+153.6% | $4,661+72.5% |
| Participant deferral / active EE | $18,206 | $5,716+218.5% | $5,012+263.2% | $6,689+172.2% |
| Admin fee / account holder | $167 | $17,312-99.0% | $11,039-98.5% | $13,398-98.8% |