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 GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $33,218 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 · EIN 81-0776852 | Advisory (Plan) | $16,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,125 | $48,471-9.0% | $182,532-75.8% | $67,579-34.7% |
| Participation rate | 63.8% | 67.2%-3.4pp | 78.0%-14.1pp | 71.3%-7.4pp |
| Annual return | 22.19% | 31.08%-8.9pp | 148.54%-126.3pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,476 | $1,461+1.0% | $4,076-63.8% | $2,148-31.3% |
| Participant deferral / active EE | $2,309 | $3,324-30.5% | $5,524-58.2% | $3,539-34.7% |
| Admin fee / account holder | $160 | $151+5.7% | $8,592-98.1% | $142+12.3% |