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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,744 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,135 |
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 | $24,806 | $65,061-61.9% | $143,757-82.7% | $66,914-62.9% |
| Participation rate | 65.6% | 65.2%+0.5pp | 80.3%-14.7pp | 69.8%-4.2pp |
| Annual return | -15.20% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,238 | $2,361-47.6% | $4,951-75.0% | $2,544-51.3% |
| Participant deferral / active EE | $2,935 | $2,919+0.6% | $5,637-47.9% | $4,237-30.7% |
| Admin fee / account holder | $139 | $502-72.4% | $14,673-99.1% | $593-76.7% |