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 | Direct payment from the plan; Recordk... | $54,506 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,379 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,354 |
Filed as: WOODBURY FINANCIAL SVC, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $5,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,202 | $89,465-66.2% | $164,866-81.7% | $77,671-61.1% |
| Participation rate | 47.0% | 78.6%-31.7pp | 78.6%-31.7pp | 70.6%-23.6pp |
| Annual return | 12.23% | 28.81%-16.6pp | 69.97%-57.7pp | 31.21%-19.0pp |
| Employer contribution / active EE | $53 | $2,568-98.0% | $4,343-98.8% | $2,726-98.1% |
| Participant deferral / active EE | $1,655 | $4,897-66.2% | $6,033-72.6% | $4,648-64.4% |
| Admin fee / account holder | $246 | $340-27.6% | $12,689-98.1% | $430-42.9% |