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 9-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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $18,106 |
Filed as: PLAN DESIGN CONSULTANTS Service code 27 · EIN 94-2936206 | Advisory (Plan) | $9,173 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $6,019 |
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP FINANCIAL Service code 19 | Securities Custodian | $5,019 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,723 | $79,013+3.4% | $100,391-18.6% | $74,495+9.7% |
| Participation rate | 91.4% | 79.5%+12.0pp | 81.5%+10.0pp | 67.2%+24.2pp |
| Annual return | 14.36% | 20.41%-6.1pp | 49.20%-34.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,604 | $3,021-13.8% | $3,942-33.9% | $2,623-0.7% |
| Participant deferral / active EE | $5,359 | $7,760-30.9% | $8,082-33.7% | $4,346+23.3% |
| Admin fee / account holder | $273 | $1,320-79.3% | $7,899-96.5% | $1,942-85.9% |