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 | Custodial (securities); Sub-transfer ... | $18,407 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,806 |
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 | $89,791 | $75,183+19.4% | $123,892-27.5% | $55,167+62.8% |
| Participation rate | 97.0% | 72.8%+24.2pp | 81.4%+15.6pp | 69.0%+28.0pp |
| Annual return | 8.98% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,626 | $2,823-7.0% | $4,617-43.1% | $1,963+33.8% |
| Participant deferral / active EE | $8,736 | $5,084+71.8% | $5,984+46.0% | $3,054+186.0% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |