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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $66,569 |
BB&T2 years Filed as: BB&T INSTL INVESTMENT ADVISORS, INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $31,059 |
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 | $21,392 | $52,293-59.1% | $178,490-88.0% | $73,409-70.9% |
| Participation rate | 75.0% | 65.3%+9.6pp | 81.9%-7.0pp | 72.2%+2.8pp |
| Annual return | 5.81% | 34.75%-28.9pp | 151.07%-145.3pp | 59.29%-53.5pp |
| Employer contribution / active EE | $416 | $1,735-76.0% | $5,011-91.7% | $2,234-81.4% |
| Participant deferral / active EE | $1,879 | $2,332-19.4% | $5,202-63.9% | $3,805-50.6% |
| Admin fee / account holder | $144 | $127+12.9% | $13,984-99.0% | $158-8.9% |