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 Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $31,440 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,902 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,988 | $48,064-68.8% | $78,778-81.0% | $69,631-78.5% |
| Participation rate | 86.9% | 61.6%+25.3pp | 69.2%+17.7pp | 70.7%+16.2pp |
| Annual return | 16.76% | 21.81%-5.1pp | 35.62%-18.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,148 | $744+54.3% | $1,986-42.2% | $2,032-43.5% |
| Participant deferral / active EE | $2,590 | $2,079+24.5% | $2,958-12.5% | $3,224-19.7% |
| Admin fee / account holder | $135 | $152-11.1% | $5,134-97.4% | $110+22.4% |