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 GROUP5 years Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $50,176 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $5,466 |
CHARLES SCHWAB & CO., INC.5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,676 | $72,607+11.1% | $90,749-11.1% | $66,914+20.6% |
| Participation rate | 82.4% | 73.7%+8.7pp | 75.7%+6.7pp | 69.8%+12.5pp |
| Annual return | -18.21% | -12.28%-5.9pp | -12.16%-6.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $3,019 | $2,369+27.4% | $2,921+3.4% | $2,544+18.7% |
| Participant deferral / active EE | $6,559 | $3,977+64.9% | $4,564+43.7% | $4,237+54.8% |
| Admin fee / account holder | $339 | $707-52.1% | $8,445-96.0% | $593-42.9% |