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) | $28,244 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,198 | $84,414+57.8% | $164,866-19.2% | - |
| Participation rate | 88.9% | 69.4%+19.5pp | 78.6%+10.3pp | - |
| Annual return | 13.28% | 13.94%-0.7pp | 69.97%-56.7pp | - |
| Employer contribution / active EE | $3,648 | $2,400+52.0% | $4,343-16.0% | - |
| Participant deferral / active EE | $5,659 | $4,277+32.3% | $6,033-6.2% | - |
| Admin fee / account holder | $268 | $4,429-93.9% | $12,689-97.9% | - |