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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $78,055 |
HORAN SECURITIES INC3+ years Filed as: HORAN SECURITIES, INC. Service code 27 · EIN 31-1448612 | Advisory (Plan) | $31,435 |
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 | $28,993 | $67,228-56.9% | $117,854-75.4% | $77,958-62.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 79.7%+7.8pp | 71.6%+15.8pp |
| Annual return | 26.67% | 19.13%+7.5pp | 335.08%-308.4pp | 20.87%+5.8pp |
| Employer contribution / active EE | $1,045 | $2,211-52.7% | $3,786-72.4% | $2,310-54.8% |
| Participant deferral / active EE | $3,812 | $3,653+4.4% | $4,482-14.9% | $3,537+7.8% |
| Admin fee / account holder | $54 | $76-29.3% | $8,020-99.3% | $97-45.0% |