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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $39,267 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $9,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,032 | $56,503+78.8% | $70,092+44.1% | $64,808+55.9% |
| Participation rate | 37.1% | 70.5%-33.4pp | 70.5%-33.4pp | 71.5%-34.4pp |
| Annual return | -20.21% | -13.44%-6.8pp | 190.73%-210.9pp | 32.82%-53.0pp |
| Employer contribution / active EE | $1,381 | $2,046-32.5% | $2,559-46.0% | $2,506-44.9% |
| Participant deferral / active EE | $3,368 | $3,389-0.6% | $3,849-12.5% | $4,310-21.9% |
| Admin fee / account holder | $48 | $160-70.1% | $6,267-99.2% | $188-74.4% |