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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $35,464 |
BESEMANN VALENTINE, LLP4 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 | $118,469 | $70,908+67.1% | $98,907+19.8% | $73,488+61.2% |
| Participation rate | 97.5% | 73.8%+23.8pp | 76.0%+21.5pp | 70.7%+26.9pp |
| Annual return | 8.55% | 34.17%-25.6pp | 196.43%-187.9pp | 28.51%-20.0pp |
| Employer contribution / active EE | $7,646 | $2,036+275.5% | $2,689+184.4% | $2,270+236.8% |
| Participant deferral / active EE | $4,683 | $3,500+33.8% | $4,244+10.3% | $3,740+25.2% |
| Admin fee / account holder | $121 | $535-77.4% | $6,642-98.2% | $513-76.4% |