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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,576 |
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON POINTE ADVISORS, LLC Service code 19 · EIN 68-0488677 | Securities Custodian | $18,750 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $9,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,379 | $65,435+140.5% | $86,677+81.6% | $66,914+135.2% |
| Participation rate | 76.4% | 75.5%+1.0pp | 76.6%-0.2pp | 69.8%+6.6pp |
| Annual return | -15.12% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,325 | $2,153+8.0% | $2,836-18.0% | $2,544-8.6% |
| Participant deferral / active EE | $6,242 | $4,100+52.2% | $4,656+34.1% | $4,237+47.3% |
| Admin fee / account holder | $312 | $642-51.4% | $7,493-95.8% | $593-47.4% |