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 | Custodial (other than securities); Di... | $41,077 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,734 |
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 | $42,650 | $103,024-58.6% | $112,040-61.9% | $79,634-46.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 76.5%+23.5pp | 62.5%+37.5pp |
| Annual return | 17.67% | 17.60%+0.1pp | 24.52%-6.8pp | 36.46%-18.8pp |
| Employer contribution / active EE | $2,201 | $3,015-27.0% | $2,954-25.5% | $2,529-13.0% |
| Participant deferral / active EE | $4,807 | $5,233-8.1% | $5,098-5.7% | $3,835+25.4% |
| Admin fee / account holder | $150 | $465-67.8% | $12,098-98.8% | $1,002-85.0% |