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 | Custodial (other than securities); Cl... | $21,986 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $13,767 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $13,500 |
NESA PLAN CONSULTANTS1 year Service code 17 · EIN 84-5026529 | Pension Consulting | $2,123 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,862 | $51,197-59.3% | $82,719-74.8% | $66,914-68.8% |
| Participation rate | 67.5% | 67.8%-0.3pp | 72.6%-5.1pp | 69.8%-2.3pp |
| Annual return | -12.84% | -9.64%-3.2pp | 701.18%-714.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $748 | $2,611-71.4% | $3,009-75.1% | $2,544-70.6% |
| Participant deferral / active EE | $1,902 | $3,458-45.0% | $4,395-56.7% | $4,237-55.1% |
| Admin fee / account holder | $299 | $416-27.9% | $5,329-94.4% | $593-49.5% |