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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,000 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $47,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,354 | $104,919-13.9% | $116,228-22.3% | $85,563+5.6% |
| Participation rate | 97.1% | 78.6%+18.5pp | 74.6%+22.6pp | 66.0%+31.2pp |
| Annual return | 15.20% | 15.38%-0.2pp | 90.06%-74.9pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,526 | $3,485-56.2% | $2,994-49.0% | $2,654-42.5% |
| Participant deferral / active EE | $5,629 | $5,306+6.1% | $4,953+13.6% | $4,375+28.6% |
| Admin fee / account holder | $121 | $429-71.7% | $11,989-99.0% | $834-85.5% |