Filed September 29, 2020
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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,528 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $13,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,512 | $55,415-35.9% | $155,509-77.2% | $74,495-52.3% |
| Participation rate | 61.7% | 61.9%-0.2pp | 78.2%-16.5pp | 67.2%-5.5pp |
| Annual return | 10.18% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,160 | $2,267-48.8% | $4,672-75.2% | $2,623-55.8% |
| Participant deferral / active EE | $1,668 | $2,836-41.2% | $5,626-70.4% | $4,346-61.6% |
| Admin fee / account holder | $268 | $1,738-84.6% | $15,912-98.3% | $1,942-86.2% |