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 | Custodial (other than securities); Di... | $26,235 |
Filed as: SHEPHERD FINANCIAL INVESTMENTS Service code 27 · EIN 82-0759826 | Advisory (Plan) | $24,939 |
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 | $58,348 | $49,138+18.7% | $84,015-30.6% | $65,185-10.5% |
| Participation rate | 63.5% | 60.7%+2.7pp | 69.0%-5.6pp | 70.2%-6.7pp |
| Annual return | 20.39% | 23.00%-2.6pp | 71.31%-50.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $700 | $914-23.4% | $1,983-64.7% | $2,177-67.8% |
| Participant deferral / active EE | $3,092 | $2,397+29.0% | $3,239-4.5% | $3,514-12.0% |
| Admin fee / account holder | $268 | $543-50.7% | $6,101-95.6% | $847-68.4% |