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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $61,561 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 13 · EIN 33-0499726 | Contract Administrator | $17,281 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,383 | $69,763+201.6% | $67,502+211.7% | $74,495+182.4% |
| Participation rate | 99.5% | 71.4%+28.2pp | 72.9%+26.7pp | 67.2%+32.3pp |
| Annual return | 14.63% | -40.34%+55.0pp | 3512.12%-3497.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $8,194 | $2,704+203.0% | $2,731+200.0% | $2,623+212.4% |
| Participant deferral / active EE | $11,271 | $3,636+210.0% | $4,000+181.8% | $4,346+159.4% |
| Admin fee / account holder | $264 | $896-70.5% | $3,998-93.4% | $1,942-86.4% |