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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $91,293 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $5,477 |
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 | $58,035 | $58,264-0.4% | $86,612-33.0% | $71,457-18.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.90% | 21.63%-3.7pp | 591.07%-573.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,871 | $2,574+50.4% | $3,022+28.1% | $2,588+49.6% |
| Participant deferral / active EE | $4,643 | $3,436+35.1% | $4,438+4.6% | $4,289+8.3% |
| Admin fee / account holder | $228 | $1,057-78.5% | $5,614-95.9% | $1,587-85.7% |