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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,361 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $12,222 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 13 · EIN 91-1072394 | Contract Administrator | $3,639 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $1,375 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,870 | $79,171-54.7% | $102,423-65.0% | $74,495-51.8% |
| Participation rate | 89.7% | 74.8%+14.9pp | 76.5%+13.2pp | 67.2%+22.5pp |
| Annual return | 27.68% | 54.93%-27.3pp | 29.32%-1.6pp | 1364.94%-1337.3pp |
| Employer contribution / active EE | $2,703 | $2,362+14.4% | $3,023-10.6% | $2,623+3.1% |
| Participant deferral / active EE | $4,167 | $4,415-5.6% | $5,053-17.5% | $4,346-4.1% |
| Admin fee / account holder | $221 | $2,001-88.9% | $9,451-97.7% | $1,942-88.6% |