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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $62,142 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,476 |
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 | $57,841 | $63,745-9.3% | $98,442-41.2% | $79,386-27.1% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 12.19% | 625.80%-613.6pp | 1492.73%-1480.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,817 | $2,557-28.9% | $2,960-38.6% | $2,427-25.2% |
| Participant deferral / active EE | $4,197 | $3,303+27.1% | $4,276-1.8% | $4,046+3.8% |
| Admin fee / account holder | $153 | $516-70.3% | $5,949-97.4% | $626-75.6% |