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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $83,868 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 11-3658445 | Accounting | $56,896 |
FIRST NATIONAL TRUST COMPANY4 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $12,303 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,395 | $129,021-74.1% | $184,203-81.9% | $77,643-57.0% |
| Participation rate | 94.3% | 87.3%+7.0pp | 86.8%+7.5pp | 70.6%+23.7pp |
| Annual return | 13.10% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,155 | $4,413-51.2% | $6,427-66.5% | $2,726-20.9% |
| Participant deferral / active EE | $4,114 | $7,297-43.6% | $9,131-54.9% | $4,647-11.5% |
| Admin fee / account holder | $179 | $254-29.5% | $13,901-98.7% | $430-58.4% |