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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $49,578 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $10,005 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON POINTE ADVISORS, LLC Service code 19 · EIN 68-0488677 | Securities Custodian | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,069 | $84,936+141.4% | $111,297+84.3% | $79,386+158.3% |
| Participation rate | 77.4% | 75.9%+1.6pp | 77.3%+0.1pp | 70.7%+6.7pp |
| Annual return | 14.16% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,310 | $1,979+16.7% | $2,731-15.4% | $2,427-4.9% |
| Participant deferral / active EE | $6,132 | $3,888+57.7% | $4,487+36.7% | $4,046+51.6% |
| Admin fee / account holder | $277 | $537-48.5% | $7,964-96.5% | $626-55.9% |