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 5-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 GROUP1+ years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVE. · PORTLAND, OR 97204 | Direct payment from the plan; Claims ... | $601 |
OSBORNE & ASSOCIATES, INC.1+ years Filed as: OSBORNE & ASSOCIATES INC. Service code 27 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,163 | $81,474-98.6% | $133,956-99.1% | $73,488-98.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.09%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,006 | $2,209-54.5% | $3,919-74.3% | $2,270-55.7% |
| Participant deferral / active EE | $74 | $3,786-98.0% | $5,048-98.5% | $3,740-98.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-99.9% |