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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 10 · EIN 20-4049073 | Accounting | $12,670 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $12,539 |
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 | $48,362 | $82,032-41.0% | $123,104-60.7% | $59,632-18.9% |
| Participation rate | 97.9% | 83.2%+14.7pp | 86.8%+11.1pp | 68.7%+29.2pp |
| Annual return | 0.40% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,021 | $3,297-38.7% | $5,151-60.8% | $2,203-8.2% |
| Participant deferral / active EE | $3,356 | $4,667-28.1% | $6,230-46.1% | $3,192+5.2% |
| Admin fee / account holder | $117 | $5,881-98.0% | $9,015-98.7% | $4,297-97.3% |