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 | Custodial (securities); Sub-transfer ... | $32,417 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,257 | $61,052-25.9% | $142,863-68.3% | $79,386-43.0% |
| Participation rate | 85.7% | 60.1%+25.6pp | 71.9%+13.8pp | 70.7%+15.0pp |
| Annual return | 15.83% | 16.02%-0.2pp | 5637.54%-5621.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $761 | $1,481-48.6% | $4,144-81.6% | $2,427-68.7% |
| Participant deferral / active EE | $3,376 | $2,879+17.3% | $3,837-12.0% | $4,046-16.5% |
| Admin fee / account holder | $233 | $659-64.7% | $6,560-96.5% | $626-62.8% |