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 | Claims processing; Custodial (other t... | $63,115 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $10,471 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,280 | $75,183+93.2% | $123,892+17.3% | $55,167+163.3% |
| Participation rate | 75.9% | 72.8%+3.1pp | 81.4%-5.5pp | 69.0%+7.0pp |
| Annual return | 6.30% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,814 | $2,823-0.3% | $4,617-39.0% | $1,963+43.4% |
| Participant deferral / active EE | $11,257 | $5,084+121.4% | $5,984+88.1% | $3,054+268.6% |
| Admin fee / account holder | $262 | $663-60.5% | $8,357-96.9% | $504-48.1% |