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 3-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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $176,780 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 19 | Securities Custodian | $15,040 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,090 | $95,880-23.8% | $107,525-32.0% | $85,563-14.6% |
| Participation rate | 98.1% | 70.1%+28.0pp | 75.1%+23.0pp | 66.0%+32.1pp |
| Annual return | 14.91% | 68.06%-53.1pp | 181.32%-166.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,240 | $3,812-15.0% | $3,754-13.7% | $2,654+22.1% |
| Participant deferral / active EE | $7,168 | $4,201+70.6% | $5,116+40.1% | $4,375+63.8% |
| Admin fee / account holder | $187 | $1,025-81.7% | $8,919-97.9% | $834-77.5% |