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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $6,552 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,285 |
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 | $41,034 | $46,100-11.0% | $86,590-52.6% | $69,631-41.1% |
| Participation rate | 99.2% | 67.2%+32.0pp | 73.5%+25.7pp | 70.7%+28.5pp |
| Annual return | 17.18% | 21.02%-3.8pp | 964.84%-947.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,723 | $1,850+47.2% | $2,839-4.1% | $2,032+34.0% |
| Participant deferral / active EE | $3,451 | $2,432+41.9% | $3,609-4.4% | $3,224+7.0% |
| Admin fee / account holder | $18 | $94-80.7% | $4,906-99.6% | $110-83.6% |