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 | Custodial (securities); Sub-transfer ... | $60,534 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $8,932 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,183 | $45,343+103.3% | $150,298-38.7% | $67,986+35.6% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 11.57% | 33.28%-21.7pp | 62.79%-51.2pp | 31.67%-20.1pp |
| Employer contribution / active EE | $5,089 | $1,462+248.1% | $4,154+22.5% | $2,019+152.1% |
| Participant deferral / active EE | $9,606 | $2,055+367.5% | $5,453+76.2% | $3,358+186.1% |
| Admin fee / account holder | $152 | $2,250-93.3% | $14,116-98.9% | $3,203-95.3% |