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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $12,258 |
TRUTINA FINANCIAL1 year Service code 27 · EIN 47-0995939 | Advisory (Plan) | $11,457 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,697 | $55,636-43.0% | $81,983-61.3% | $73,488-56.9% |
| Participation rate | 90.7% | 62.3%+28.4pp | 69.2%+21.4pp | 70.7%+20.0pp |
| Annual return | 14.92% | 19.07%-4.2pp | 41.31%-26.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,294 | $1,625+41.2% | $2,498-8.2% | $2,270+1.1% |
| Participant deferral / active EE | $2,573 | $2,762-6.8% | $3,722-30.9% | $3,740-31.2% |
| Admin fee / account holder | $151 | $493-69.3% | $5,664-97.3% | $513-70.6% |