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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $25,326 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $8,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,538 | $59,584+53.6% | $86,874+5.4% | $79,386+15.3% |
| Participation rate | 99.6% | 67.7%+31.9pp | 71.6%+27.9pp | 70.7%+28.9pp |
| Annual return | 17.05% | 23.15%-6.1pp | 63.52%-46.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $2,407 | $1,768+36.2% | $2,495-3.5% | $2,427-0.8% |
| Participant deferral / active EE | $5,609 | $3,036+84.7% | $3,699+51.6% | $4,046+38.6% |
| Admin fee / account holder | $2 | $604-99.7% | $5,828-100.0% | $626-99.7% |