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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $29,852 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,889 |
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 | $156,054 | $58,726+165.7% | $92,233+69.2% | $62,292+150.5% |
| Participation rate | 76.7% | 68.3%+8.4pp | 76.5%+0.2pp | 69.5%+7.2pp |
| Annual return | 17.54% | 43.62%-26.1pp | 176.28%-158.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,049 | $2,392+69.3% | $3,679+10.0% | $2,042+98.3% |
| Participant deferral / active EE | $8,351 | $2,766+201.9% | $3,897+114.3% | $3,169+163.5% |
| Admin fee / account holder | $21 | $556-96.1% | $5,194-99.6% | $479-95.5% |