See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BNC WEALTH MANAGEMENT2 years Filed as: NBC WEALTH MANAGEMENT Service code 27 · EIN 35-2612874 | Advisory (Plan) | $36,067 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,944 | $84,556+21.7% | $116,228-11.4% | $74,304+38.5% |
| Participation rate | 89.0% | 66.0%+22.9pp | 74.6%+14.4pp | 60.3%+28.6pp |
| Annual return | 13.08% | 18.35%-5.3pp | 90.06%-77.0pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,629 | $2,168-24.9% | $2,994-45.6% | $2,241-27.3% |
| Participant deferral / active EE | $4,233 | $3,814+11.0% | $4,953-14.5% | $3,767+12.4% |
| Admin fee / account holder | $258 | $3,792-93.2% | $11,989-97.9% | $2,969-91.3% |