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 | Custodial (other than securities); Cl... | $72,938 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $1,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,924 | $136,307-45.0% | $177,821-57.9% | $73,488+2.0% |
| Participation rate | 95.9% | 86.1%+9.7pp | 87.7%+8.1pp | 70.7%+25.2pp |
| Annual return | 14.83% | 18.68%-3.9pp | 48.32%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,400 | $3,712-35.3% | $5,918-59.4% | $2,270+5.7% |
| Participant deferral / active EE | $4,261 | $5,829-26.9% | $7,714-44.8% | $3,740+13.9% |
| Admin fee / account holder | $207 | $596-65.2% | $12,427-98.3% | $513-59.6% |