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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $25,097 |
INDEPENDENT FINANCIAL GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $10,002 |
RELIANCE TRUST COMPANY5+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $0 |
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 | $19,392 | $51,620-62.4% | $90,281-78.5% | $65,185-70.3% |
| Participation rate | 70.9% | 68.6%+2.3pp | 73.3%-2.3pp | 70.2%+0.7pp |
| Annual return | 9.76% | 24.94%-15.2pp | 78.10%-68.3pp | 29.38%-19.6pp |
| Employer contribution / active EE | $627 | $2,235-72.0% | $2,854-78.0% | $2,177-71.2% |
| Participant deferral / active EE | $1,530 | $2,871-46.7% | $3,885-60.6% | $3,514-56.5% |
| Admin fee / account holder | $292 | $384-24.1% | $5,351-94.6% | $847-65.6% |