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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $49,169 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $6,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,221 | $54,193+42.5% | $93,654-17.5% | $77,671-0.6% |
| Participation rate | 51.5% | 63.9%-12.4pp | 68.7%-17.2pp | 70.6%-19.1pp |
| Annual return | 20.82% | 30.54%-9.7pp | 133.34%-112.5pp | 31.21%-10.4pp |
| Employer contribution / active EE | $897 | $1,168-23.2% | $2,421-63.0% | $2,726-67.1% |
| Participant deferral / active EE | $2,201 | $3,144-30.0% | $4,413-50.1% | $4,648-52.6% |
| Admin fee / account holder | $163 | $576-71.6% | $8,282-98.0% | $430-62.0% |