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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $19,762 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $8,148 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $561 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,868 | $43,423-56.5% | $78,689-76.0% | $55,167-65.8% |
| Participation rate | 79.3% | 68.0%+11.3pp | 73.6%+5.8pp | 69.0%+10.3pp |
| Annual return | 4.01% | 11.53%-7.5pp | 62.18%-58.2pp | 169.23%-165.2pp |
| Employer contribution / active EE | $1,118 | $1,997-44.0% | $2,851-60.8% | $1,963-43.1% |
| Participant deferral / active EE | $1,590 | $2,509-36.6% | $3,517-54.8% | $3,054-47.9% |
| Admin fee / account holder | $209 | $416-49.8% | $4,510-95.4% | $504-58.6% |