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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,512 |
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON POINTE ADVISORS, LLC Service code 10 · EIN 68-0488677 | Accounting | $18,750 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $13,250 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $9,480 |
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 | $165,936 | $76,050+118.2% | $96,544+71.9% | $71,457+132.2% |
| Participation rate | 73.2% | 74.4%-1.2pp | 76.0%-2.8pp | 67.9%+5.3pp |
| Annual return | 15.25% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,686 | $2,244+19.7% | $2,965-9.4% | $2,588+3.8% |
| Participant deferral / active EE | $7,181 | $4,215+70.4% | $4,851+48.0% | $4,289+67.4% |
| Admin fee / account holder | $319 | $2,707-88.2% | $8,252-96.1% | $1,587-79.9% |