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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $17,368 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,225 | $52,293-57.5% | $178,490-87.5% | $73,409-69.7% |
| Participation rate | 71.9% | 65.3%+6.6pp | 81.9%-10.0pp | 72.2%-0.2pp |
| Annual return | 12.63% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $445 | $1,735-74.3% | $5,011-91.1% | $2,234-80.1% |
| Participant deferral / active EE | $2,565 | $2,332+10.0% | $5,202-50.7% | $3,805-32.6% |
| Admin fee / account holder | $80 | $127-37.2% | $13,984-99.4% | $158-49.4% |