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 13 · EIN 42-0127290 | Contract Administrator | $23,846 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $18,319 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $5,587 |
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 | $52,814 | $64,909-18.6% | $82,313-35.8% | $62,292-15.2% |
| Participation rate | 89.8% | 74.9%+15.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 15.31% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,833 | $1,676+9.4% | $2,428-24.5% | $2,042-10.2% |
| Participant deferral / active EE | $3,734 | $3,103+20.3% | $3,706+0.8% | $3,169+17.8% |
| Admin fee / account holder | $213 | $440-51.6% | $5,608-96.2% | $479-55.6% |