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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $15,202 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,797 | $69,823+71.6% | $77,163+55.3% | $74,419+61.0% |
| Participation rate | 56.0% | 70.0%-14.1pp | 69.6%-13.6pp | 70.7%-14.8pp |
| Annual return | 24.86% | 19.98%+4.9pp | 37.87%-13.0pp | 34.38%-9.5pp |
| Employer contribution / active EE | $2,180 | $2,150+1.4% | $2,535-14.0% | $2,637-17.3% |
| Participant deferral / active EE | $5,303 | $3,558+49.1% | $3,833+38.3% | $4,528+17.1% |
| Admin fee / account holder | $3 | $398-99.3% | $5,472-99.9% | $348-99.2% |