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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $24,733 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $8,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,346 | $46,732-45.8% | $156,549-83.8% | $55,167-54.1% |
| Participation rate | 69.1% | 65.8%+3.3pp | 84.0%-14.9pp | 69.0%+0.1pp |
| Annual return | 6.63% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $418 | $2,105-80.1% | $5,501-92.4% | $1,963-78.7% |
| Participant deferral / active EE | $1,871 | $2,204-15.1% | $4,871-61.6% | $3,054-38.7% |
| Admin fee / account holder | $186 | $418-55.5% | $13,027-98.6% | $504-63.1% |