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 |
|---|---|---|
VITA PLANNING GROUP LLC1 year Service code 27 · EIN 85-4118778 | Advisory (Plan) | $39,549 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $36,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,991 | $84,487-14.8% | $125,339-42.6% | $66,914+7.6% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.5pp | 69.8%+28.1pp |
| Annual return | -14.80% | -8.39%-6.4pp | 572.05%-586.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,144 | $3,553+16.6% | $4,814-13.9% | $2,544+62.9% |
| Participant deferral / active EE | $6,539 | $6,781-3.6% | $7,446-12.2% | $4,237+54.3% |
| Admin fee / account holder | $124 | $685-81.9% | $10,010-98.8% | $593-79.1% |