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 | Custodial (other than securities); Di... | $57,137 |
B VAL CPAS & ADVISORS, LLP3 years Service code 10 · EIN 45-2635340 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,982 | $71,516+88.7% | $98,439+37.1% | $71,457+88.9% |
| Participation rate | 94.8% | 72.7%+22.1pp | 75.2%+19.6pp | 67.9%+26.9pp |
| Annual return | 12.84% | 32.41%-19.6pp | 21.16%-8.3pp | 28.85%-16.0pp |
| Employer contribution / active EE | $17,941 | $2,399+647.9% | $3,048+488.6% | $2,588+593.4% |
| Participant deferral / active EE | $6,430 | $4,109+56.5% | $4,738+35.7% | $4,289+49.9% |
| Admin fee / account holder | $130 | $1,675-92.2% | $8,948-98.5% | $1,587-91.8% |