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 Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,902 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $5,505 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB FINANCIAL SERVICES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $79,520 | $71,516+11.2% | $98,439-19.2% | $71,457+11.3% |
| Participation rate | 79.6% | 72.7%+6.9pp | 75.2%+4.4pp | 67.9%+11.7pp |
| Annual return | 16.82% | 32.41%-15.6pp | 21.16%-4.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,394 | $2,399-0.2% | $3,048-21.5% | $2,588-7.5% |
| Participant deferral / active EE | $5,474 | $4,109+33.2% | $4,738+15.5% | $4,289+27.6% |
| Admin fee / account holder | $289 | $1,675-82.7% | $8,948-96.8% | $1,587-81.8% |