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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $47,277 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,458 |
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 | $65,409 | $132,049-50.5% | $200,582-67.4% | $74,304-12.0% |
| Participation rate | 97.9% | 84.1%+13.8pp | 86.9%+11.0pp | 60.3%+37.5pp |
| Annual return | 19.24% | 22.22%-3.0pp | 42.33%-23.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $3,367 | $4,558-26.1% | $6,419-47.5% | $2,241+50.2% |
| Participant deferral / active EE | $6,405 | $7,213-11.2% | $9,331-31.4% | $3,767+70.0% |
| Admin fee / account holder | $160 | $2,405-93.4% | $16,305-99.0% | $2,969-94.6% |