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 GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $72,232 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $8,545 |
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 | $65,102 | $60,323+7.9% | $81,812-20.4% | $74,495-12.6% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.8pp |
| Annual return | 12.64% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,020 | $2,620+53.4% | $2,912+38.0% | $2,623+53.3% |
| Participant deferral / active EE | $5,013 | $3,387+48.0% | $4,319+16.1% | $4,346+15.4% |
| Admin fee / account holder | $179 | $1,486-88.0% | $7,386-97.6% | $1,942-90.8% |