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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $83,846 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $69,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,012 | $59,054-30.6% | $97,226-57.8% | $77,643-47.2% |
| Participation rate | 89.5% | 67.9%+21.6pp | 72.7%+16.8pp | 70.6%+18.9pp |
| Annual return | 13.56% | 16.96%-3.4pp | 75.13%-61.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $3,245 | $1,742+86.3% | $2,729+18.9% | $2,726+19.0% |
| Participant deferral / active EE | $5,589 | $3,930+42.2% | $4,264+31.1% | $4,647+20.3% |
| Admin fee / account holder | $90 | $346-74.1% | $5,654-98.4% | $430-79.2% |