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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,717 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $80 |
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 | $48,159 | $51,620-6.7% | $90,281-46.7% | $65,185-26.1% |
| Participation rate | 96.6% | 68.6%+28.0pp | 73.3%+23.4pp | 70.2%+26.4pp |
| Annual return | 21.70% | 24.94%-3.2pp | 78.10%-56.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,805 | $2,235+25.5% | $2,854-1.7% | $2,177+28.9% |
| Participant deferral / active EE | $3,706 | $2,871+29.1% | $3,885-4.6% | $3,514+5.5% |
| Admin fee / account holder | $15 | $384-96.0% | $5,351-99.7% | $847-98.2% |