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 GROUP1+ years Service code 19 | Securities Custodian | $3,797 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $1,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,292 | $48,277-60.0% | $63,517-69.6% | $55,191-65.0% |
| Participation rate | 28.7% | 69.4%-40.7pp | 71.0%-42.4pp | 69.2%-40.5pp |
| Annual return | -0.23% | 2.37%-2.6pp | -70.30%+70.1pp | 10.78%-11.0pp |
| Employer contribution / active EE | $722 | $1,592-54.7% | $2,322-68.9% | $1,899-62.0% |
| Participant deferral / active EE | $569 | $2,432-76.6% | $2,953-80.7% | $3,046-81.3% |
| Admin fee / account holder | $0 | $86-99.5% | $5,892-100.0% | $91-99.5% |