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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $103,337 |
SUP WELFARE PLAN, INC.1+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $53,622 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 | Legal | $47,086 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $16,556 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $11,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,496 | $39,458-20.2% | $60,547-48.0% | $55,191-42.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -1.33% | 3.35%-4.7pp | 335.64%-337.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $2,139 | $1,210+76.8% | $2,419-11.6% | $1,899+12.7% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $239 | $95+151.6% | $4,536-94.7% | $91+163.7% |