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 GROUP4 years Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,870 |
Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $7,498 |
CHARLES SCHWAB & CO., INC.4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,183 | $79,428+19.8% | $106,548-10.7% | $79,386+19.9% |
| Participation rate | 87.9% | 74.1%+13.8pp | 76.1%+11.8pp | 70.7%+17.2pp |
| Annual return | 15.07% | 18.27%-3.2pp | 26.80%-11.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,965 | $2,234+32.7% | $2,819+5.2% | $2,427+22.1% |
| Participant deferral / active EE | $6,365 | $3,823+66.5% | $4,398+44.7% | $4,046+57.3% |
| Admin fee / account holder | $344 | $523-34.3% | $7,407-95.4% | $626-45.1% |