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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,837 |
BVAL CPAS & ADVISORS LLP1 year Service code 10 · EIN 45-2635340 | Accounting | $12,750 |
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 | $130,926 | $78,485+66.8% | $106,213+23.3% | $74,495+75.8% |
| Participation rate | 94.9% | 72.8%+22.1pp | 75.3%+19.7pp | 67.2%+27.7pp |
| Annual return | 10.46% | 15.95%-5.5pp | 116.14%-105.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $8,190 | $2,523+224.6% | $3,171+158.2% | $2,623+212.2% |
| Participant deferral / active EE | $5,789 | $4,322+33.9% | $5,016+15.4% | $4,346+33.2% |
| Admin fee / account holder | $106 | $2,232-95.3% | $11,033-99.0% | $1,942-94.5% |