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... | $30,078 |
FIRST WESTERN TRUST BANK1 year Service code 27 · EIN 27-0083757 | Advisory (Plan) | $11,811 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,010 | $52,953-22.6% | $172,739-76.3% | $65,185-37.1% |
| Participation rate | 76.1% | 66.2%+9.9pp | 82.6%-6.5pp | 70.2%+5.9pp |
| Annual return | 20.78% | 30.12%-9.3pp | 802.84%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,462 | $2,190-33.2% | $5,143-71.6% | $2,177-32.8% |
| Participant deferral / active EE | $2,670 | $2,471+8.1% | $5,198-48.6% | $3,514-24.0% |
| Admin fee / account holder | $77 | $472-83.6% | $13,954-99.4% | $847-90.9% |