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 GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $39,522 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,459 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $11,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,282 | $47,126+36.4% | $149,673-57.1% | $74,419-13.6% |
| Participation rate | 41.9% | 63.4%-21.5pp | 78.8%-36.9pp | 70.7%-28.9pp |
| Annual return | 15.74% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $819 | $1,905-57.0% | $4,818-83.0% | $2,637-69.0% |
| Participant deferral / active EE | $1,714 | $2,728-37.2% | $5,680-69.8% | $4,528-62.2% |
| Admin fee / account holder | $279 | $343-18.6% | $13,210-97.9% | $348-19.8% |