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 | Custodial (other than securities); Di... | $46,050 |
B VAL CPAS & ADVISORS, LLP2 years Service code 10 · EIN 45-2635340 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,883 | $72,607+67.9% | $90,749+34.3% | $66,914+82.1% |
| Participation rate | 97.3% | 73.7%+23.6pp | 75.7%+21.6pp | 69.8%+27.5pp |
| Annual return | -9.44% | -12.28%+2.8pp | -12.16%+2.7pp | 1.58%-11.0pp |
| Employer contribution / active EE | $16,909 | $2,369+613.9% | $2,921+478.9% | $2,544+564.6% |
| Participant deferral / active EE | $5,644 | $3,977+41.9% | $4,564+23.7% | $4,237+33.2% |
| Admin fee / account holder | $107 | $707-84.9% | $8,445-98.7% | $593-82.0% |