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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $19,379 |
CL WEALTH MANAGEMENT LLC1 year Service code 27 · EIN 06-1748234 | Advisory (Plan) | $6,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,170 | $59,263-86.2% | $96,562-91.5% | $79,386-89.7% |
| Participation rate | 50.2% | 61.9%-11.7pp | 69.8%-19.6pp | 70.7%-20.5pp |
| Annual return | 13.65% | 27.07%-13.4pp | 37.78%-24.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $785 | $2,948-73.4% | $3,849-79.6% | $4,046-80.6% |
| Admin fee / account holder | $134 | $658-79.6% | $6,181-97.8% | $626-78.6% |