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 LLC2 years Service code 27 · EIN 85-4118778 | Advisory (Plan) | $43,037 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $34,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,164 | $91,407-6.8% | $135,903-37.3% | $71,457+19.2% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 17.22% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $4,808 | $3,703+29.8% | $4,856-1.0% | $2,588+85.8% |
| Participant deferral / active EE | $7,203 | $7,092+1.6% | $7,758-7.2% | $4,289+68.0% |
| Admin fee / account holder | $139 | $1,266-89.0% | $10,762-98.7% | $1,587-91.3% |