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 8-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 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,388 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $26,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,346 | $102,382-22.5% | $147,005-46.0% | $80,874-1.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 17.55% | 134.89%-117.3pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $6,199 | $3,715+66.9% | $4,934+25.6% | $2,756+125.0% |
| Participant deferral / active EE | $13,719 | $6,646+106.4% | $8,070+70.0% | $4,297+219.3% |
| Admin fee / account holder | $225 | $7,942-97.2% | $13,006-98.3% | $6,935-96.8% |