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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $46,689 |
EVERHART ADVISORS3 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $20,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,997 | $52,293-46.5% | $178,490-84.3% | $73,409-61.9% |
| Participation rate | 52.8% | 65.3%-12.6pp | 81.9%-29.1pp | 72.2%-19.4pp |
| Annual return | 10.78% | 34.75%-24.0pp | 151.07%-140.3pp | 59.29%-48.5pp |
| Employer contribution / active EE | $607 | $1,735-65.0% | $5,011-87.9% | $2,234-72.8% |
| Participant deferral / active EE | $1,471 | $2,332-36.9% | $5,202-71.7% | $3,805-61.3% |
| Admin fee / account holder | $231 | $127+81.3% | $13,984-98.3% | $158+46.2% |