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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $10,460 |
NOVA 401(K) ASSOCIATES1 year Service code 15 · EIN 20-1181458 | Recordkeeping | $1,297 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $1,094 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $246 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,737 | $89,739-71.3% | $149,718-82.8% | $62,292-58.7% |
| Participation rate | 83.9% | 85.1%-1.2pp | 87.1%-3.1pp | 69.5%+14.4pp |
| Annual return | 17.05% | 21.01%-4.0pp | 1501.63%-1484.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,630 | $3,233-49.6% | $5,445-70.1% | $2,042-20.2% |
| Participant deferral / active EE | $2,492 | $4,797-48.1% | $6,569-62.1% | $3,169-21.4% |
| Admin fee / account holder | $38 | $551-93.1% | $11,283-99.7% | $479-92.0% |