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 | Claims processing; Custodial (other t... | $28,010 |
BESEMANN VALENTINE, LLP3 years Service code 10 · EIN 45-2635340 | Accounting | $10,500 |
Annual investment return 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 | $114,949 | $66,310+73.4% | $93,606+22.8% | $65,185+76.3% |
| Participation rate | 96.8% | 74.0%+22.8pp | 75.8%+21.0pp | 70.2%+26.6pp |
| Annual return | 12.98% | 42.58%-29.6pp | 32.76%-19.8pp | 29.38%-16.4pp |
| Employer contribution / active EE | $8,040 | $2,012+299.6% | $2,718+195.8% | $2,177+269.4% |
| Participant deferral / active EE | $4,529 | $3,342+35.5% | $4,069+11.3% | $3,514+28.9% |
| Admin fee / account holder | $88 | $6,897-98.7% | $7,888-98.9% | $847-89.6% |