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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,228 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $2,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,610 | $66,124-14.4% | $90,404-37.4% | $73,488-23.0% |
| Participation rate | 97.5% | 69.7%+27.9pp | 72.7%+24.8pp | 70.7%+26.8pp |
| Annual return | 16.23% | 17.65%-1.4pp | 1293.02%-1276.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,650 | $2,346-29.7% | $3,262-49.4% | $2,270-27.3% |
| Participant deferral / active EE | $3,318 | $3,039+9.2% | $3,963-16.3% | $3,740-11.3% |
| Admin fee / account holder | $8 | $396-98.1% | $5,611-99.9% | $513-98.5% |