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 | Recordkeeping and information managem... | $31,072 |
FIRST WESTERN TRUST BANK2 years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $12,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,586 | $58,879-27.7% | $178,490-76.1% | $73,488-42.1% |
| Participation rate | 76.6% | 66.2%+10.3pp | 81.9%-5.4pp | 70.7%+5.9pp |
| Annual return | 13.12% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,247 | $2,236-44.3% | $5,011-75.1% | $2,270-45.1% |
| Participant deferral / active EE | $3,034 | $2,567+18.2% | $5,202-41.7% | $3,740-18.9% |
| Admin fee / account holder | $91 | $400-77.3% | $13,984-99.3% | $513-82.3% |