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 Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,372 |
Service code 10 · EIN 91-1308574 | Accounting | $36,177 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB FINANCIAL SERVICES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,508 | $70,908+14.9% | $98,907-17.6% | $73,488+10.9% |
| Participation rate | 82.5% | 73.8%+8.7pp | 76.0%+6.5pp | 70.7%+11.8pp |
| Annual return | 22.79% | 34.17%-11.4pp | 196.43%-173.6pp | 28.51%-5.7pp |
| Employer contribution / active EE | $2,464 | $2,036+21.0% | $2,689-8.4% | $2,270+8.5% |
| Participant deferral / active EE | $5,330 | $3,500+52.3% | $4,244+25.6% | $3,740+42.5% |
| Admin fee / account holder | $490 | $535-8.3% | $6,642-92.6% | $513-4.4% |