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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $27,484 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $129 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,633 | $74,706-73.7% | $75,696-74.1% | $79,386-75.3% |
| Participation rate | 82.1% | 75.3%+6.7pp | 74.8%+7.2pp | 70.7%+11.3pp |
| Annual return | 12.15% | 18.52%-6.4pp | 104.53%-92.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,448 | $2,590-44.1% | $2,743-47.2% | $2,427-40.4% |
| Participant deferral / active EE | $1,660 | $3,533-53.0% | $3,821-56.6% | $4,046-59.0% |
| Admin fee / account holder | $26 | $374-92.9% | $3,619-99.3% | $626-95.8% |