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 6-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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $257,407 |
Filed as: TRUE WEALTH ADVISORS Service code 27 · EIN 46-5532509 | Advisory (Plan) | $119,482 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,889 | $110,282-82.0% | $102,438-80.6% | $199,768-90.0% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 15.81% | 35.75%-19.9pp | 29.37%-13.6pp | 34.26%-18.5pp |
| Employer contribution / active EE | $3,619 | $3,603+0.4% | $3,024+19.7% | $3,037+19.2% |
| Participant deferral / active EE | $5,115 | $6,376-19.8% | $5,054+1.2% | $5,090+0.5% |
| Admin fee / account holder | $74 | $122-39.8% | $9,448-99.2% | $269-72.6% |