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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $50,606 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $7,551 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $83,757 | $56,767+47.5% | $101,794-17.7% | $85,563-2.1% |
| Participation rate | 54.7% | 57.6%-2.9pp | 69.2%-14.5pp | 66.0%-11.2pp |
| Annual return | 16.77% | 17.76%-1.0pp | 30.53%-13.8pp | 31.51%-14.7pp |
| Employer contribution / active EE | $982 | $1,112-11.7% | $2,289-57.1% | $2,654-63.0% |
| Participant deferral / active EE | $2,511 | $2,720-7.7% | $4,084-38.5% | $4,375-42.6% |
| Admin fee / account holder | $157 | $1,098-85.7% | $8,777-98.2% | $834-81.2% |