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 | Recordkeeping and information managem... | $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 | $126,574+84.0% | $106,213+119.3% | $145,922+59.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.14% | 224.79%-210.6pp | 116.14%-102.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $8,039 | $3,730+115.5% | $3,171+153.5% | $4,660+72.5% |
| Participant deferral / active EE | $18,206 | $5,724+218.1% | $5,016+263.0% | $6,688+172.2% |
| Admin fee / account holder | $167 | $17,304-99.0% | $11,033-98.5% | $13,397-98.8% |