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 6-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+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $33,045 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,495 |
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 | $12,580 | $37,117-66.1% | $147,614-91.5% | $55,191-77.2% |
| Participation rate | 73.8% | 63.6%+10.2pp | 84.6%-10.8pp | 69.2%+4.7pp |
| Annual return | -0.49% | 3.44%-3.9pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $596 | $1,620-63.2% | $5,564-89.3% | $1,899-68.6% |
| Participant deferral / active EE | $1,332 | $1,985-32.9% | $4,895-72.8% | $3,046-56.3% |
| Admin fee / account holder | $132 | $86+54.1% | $11,611-98.9% | $91+45.2% |