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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,540 |
STANDARD FINANCIAL GROUP2+ years Service code 19 | Securities Custodian | $13,759 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $143,689 | $74,089+93.9% | $133,980+7.2% | $55,167+160.5% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.1%+10.1pp | 69.0%+28.1pp |
| Annual return | 6.45% | 12.11%-5.7pp | 29.30%-22.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $5,805 | $3,064+89.5% | $5,211+11.4% | $1,963+195.8% |
| Participant deferral / active EE | $4,781 | $4,678+2.2% | $6,282-23.9% | $3,054+56.5% |
| Admin fee / account holder | $185 | $458-59.7% | $9,324-98.0% | $504-63.3% |