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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $65,753 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,123 | $61,473-42.9% | $81,930-57.1% | $73,409-52.2% |
| Participation rate | 67.2% | 72.4%-5.2pp | 72.0%-4.8pp | 72.2%-5.0pp |
| Annual return | 13.62% | 28.26%-14.6pp | 29.49%-15.9pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,406 | $1,898-25.9% | $4,310-67.4% | $2,234-37.0% |
| Participant deferral / active EE | $2,071 | $3,080-32.8% | $7,107-70.9% | $3,805-45.6% |
| Admin fee / account holder | $149 | $125+18.8% | $5,158-97.1% | $158-5.6% |