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 | $49,915+84.7% | $154,803-40.5% | $74,304+24.1% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 11.57% | 34.06%-22.5pp | 58.88%-47.3pp | 29.43%-17.9pp |
| Employer contribution / active EE | $5,089 | $1,611+215.9% | $4,305+18.2% | $2,241+127.1% |
| Participant deferral / active EE | $9,606 | $2,255+326.1% | $5,540+73.4% | $3,767+155.0% |
| Admin fee / account holder | $152 | $2,189-93.1% | $14,329-98.9% | $2,969-94.9% |