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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $46,025 |
BEACON POINTE ADVISORS LLC6 years Filed as: BEACON POINTE ADVISORS, LLC Service code 10 · EIN 68-0488677 | Accounting | $14,999 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $9,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $152,839 | $86,929+75.8% | $102,423+49.2% | $80,856+89.0% |
| Participation rate | 8.3% | 72.4%-64.0pp | 76.5%-68.2pp | 67.6%-59.3pp |
| Annual return | 12.81% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $6,951 | $2,369+193.4% | $3,023+129.9% | $2,755+152.3% |
| Participant deferral / active EE | $19,337 | $4,118+369.5% | $5,053+282.7% | $4,296+350.2% |
| Admin fee / account holder | $301 | $8,049-96.3% | $9,451-96.8% | $6,918-95.6% |