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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $57,595 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,145 | $129,021-40.2% | $184,203-58.1% | $77,643-0.6% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 14.28% | 33.27%-19.0pp | 28.81%-14.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $4,017 | $4,413-9.0% | $6,427-37.5% | $2,726+47.4% |
| Participant deferral / active EE | $4,511 | $7,297-38.2% | $9,131-50.6% | $4,647-2.9% |
| Admin fee / account holder | $127 | $254-49.9% | $13,901-99.1% | $430-70.5% |