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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,151 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $245,204 | $92,971+163.7% | $96,683+153.6% | $74,419+229.5% |
| Participation rate | 59.1% | 71.5%-12.5pp | 74.3%-15.3pp | 70.7%-11.6pp |
| Annual return | 12.84% | 37.49%-24.6pp | 35.69%-22.9pp | 34.38%-21.5pp |
| Employer contribution / active EE | $5,139 | $3,426+50.0% | $3,737+37.5% | $2,637+94.8% |
| Participant deferral / active EE | $6,994 | $3,970+76.2% | $4,878+43.4% | $4,528+54.4% |
| Admin fee / account holder | $49 | $633-92.3% | $6,730-99.3% | $348-86.0% |