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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $72,956 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,982 | $51,197-2.4% | $82,719-39.6% | $66,914-25.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.34% | -9.64%-6.7pp | 701.18%-717.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,557 | $2,611+36.2% | $3,009+18.2% | $2,544+39.8% |
| Participant deferral / active EE | $3,953 | $3,458+14.3% | $4,395-10.1% | $4,237-6.7% |
| Admin fee / account holder | $187 | $416-55.0% | $5,329-96.5% | $593-68.5% |