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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $65,409 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 13 · EIN 33-0499726 | Contract Administrator | $25,668 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $5,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,452 | $67,984+261.0% | $65,493+274.8% | $74,304+230.3% |
| Participation rate | 99.5% | 66.3%+33.2pp | 73.1%+26.4pp | 60.3%+39.2pp |
| Annual return | 16.96% | 19.87%-2.9pp | 982.45%-965.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $9,377 | $2,491+276.4% | $2,574+264.3% | $2,241+318.4% |
| Participant deferral / active EE | $12,561 | $3,346+275.4% | $3,961+217.1% | $3,767+233.4% |
| Admin fee / account holder | $292 | $1,373-78.7% | $5,028-94.2% | $2,969-90.2% |