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 Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $18,711 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $1,129 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,644 | $52,953-64.8% | $172,739-89.2% | $65,185-71.4% |
| Participation rate | 79.8% | 66.2%+13.6pp | 82.6%-2.9pp | 70.2%+9.6pp |
| Annual return | 29.63% | 30.12%-0.5pp | 802.84%-773.2pp | 29.38%+0.3pp |
| Employer contribution / active EE | $334 | $2,190-84.8% | $5,143-93.5% | $2,177-84.7% |
| Participant deferral / active EE | $2,691 | $2,471+8.9% | $5,198-48.2% | $3,514-23.4% |
| Admin fee / account holder | $88 | $472-81.3% | $13,954-99.4% | $847-89.6% |