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 GROUP7 years Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $55,786 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $3,913 |
CHARLES SCHWAB & CO., INC.7 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 | $71,930 | $78,485-8.4% | $106,213-32.3% | $74,495-3.4% |
| Participation rate | 79.6% | 72.8%+6.8pp | 75.3%+4.3pp | 67.2%+12.4pp |
| Annual return | 17.52% | 15.95%+1.6pp | 116.14%-98.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,283 | $2,523-9.5% | $3,171-28.0% | $2,623-13.0% |
| Participant deferral / active EE | $5,264 | $4,322+21.8% | $5,016+5.0% | $4,346+21.1% |
| Admin fee / account holder | $249 | $2,232-88.8% | $11,033-97.7% | $1,942-87.2% |