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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $11,426 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,434 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $2,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,930 | $71,516-51.2% | $98,439-64.5% | $71,457-51.1% |
| Participation rate | 81.1% | 72.7%+8.4pp | 75.2%+5.9pp | 67.9%+13.2pp |
| Annual return | 15.90% | 32.41%-16.5pp | 21.16%-5.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,778 | $2,399-25.9% | $3,048-41.7% | $2,588-31.3% |
| Participant deferral / active EE | $3,414 | $4,109-16.9% | $4,738-27.9% | $4,289-20.4% |
| Admin fee / account holder | $171 | $1,675-89.8% | $8,948-98.1% | $1,587-89.2% |