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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $31,155 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $3,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,560 | $55,790+67.7% | $76,817+21.8% | $67,579+38.4% |
| Participation rate | 58.6% | 71.1%-12.5pp | 72.1%-13.5pp | 71.3%-12.7pp |
| Annual return | 27.72% | 64.45%-36.7pp | 1166.11%-1138.4pp | 378.56%-350.8pp |
| Employer contribution / active EE | $2,043 | $1,810+12.8% | $2,302-11.3% | $2,148-4.9% |
| Participant deferral / active EE | $4,614 | $2,875+60.5% | $3,336+38.3% | $3,539+30.4% |
| Admin fee / account holder | $27 | $159-83.1% | $6,420-99.6% | $142-81.1% |