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 3-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+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $35,672 |
KESTA ADVISORY SERVICES, LLC1+ years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $31,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,004 | $50,815-1.6% | $155,509-67.8% | $77,643-35.6% |
| Participation rate | 54.0% | 63.1%-9.1pp | 78.2%-24.2pp | 70.6%-16.6pp |
| Annual return | 14.87% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,246 | $1,993+12.7% | $4,672-51.9% | $2,726-17.6% |
| Participant deferral / active EE | $4,493 | $2,822+59.2% | $5,626-20.1% | $4,647-3.3% |
| Admin fee / account holder | $212 | $437-51.3% | $15,912-98.7% | $430-50.6% |