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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,278 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,587 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $5,164 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,793 | $81,908-52.6% | $90,749-57.3% | $64,808-40.1% |
| Participation rate | 84.1% | 80.5%+3.7pp | 75.7%+8.4pp | 71.5%+12.7pp |
| Annual return | -17.73% | -12.53%-5.2pp | -12.16%-5.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,369 | $3,065-55.3% | $2,921-53.1% | $2,506-45.4% |
| Participant deferral / active EE | $4,218 | $4,840-12.9% | $4,564-7.6% | $4,310-2.2% |
| Admin fee / account holder | $72 | $157-54.4% | $8,445-99.2% | $188-61.9% |