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 | Recordkeeping and information managem... | $26,470 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $18,399 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,581 | $89,739+11.0% | $149,718-33.5% | $62,292+59.9% |
| Participation rate | 85.0% | 85.1%-0.1pp | 87.1%-2.0pp | 69.5%+15.5pp |
| Annual return | 16.79% | 21.01%-4.2pp | 1501.63%-1484.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,646 | $3,233-18.2% | $5,445-51.4% | $2,042+29.6% |
| Participant deferral / active EE | $7,951 | $4,797+65.7% | $6,569+21.0% | $3,169+150.9% |
| Admin fee / account holder | $78 | $551-85.8% | $11,283-99.3% | $479-83.6% |