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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $18,616 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,417 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $6,154 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,482 | $58,083-37.2% | $80,019-54.4% | $56,287-35.2% |
| Participation rate | 76.5% | 73.6%+2.9pp | 75.8%+0.6pp | 69.9%+6.6pp |
| Annual return | -6.00% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,087 | $1,932-43.7% | $2,468-55.9% | $2,111-48.5% |
| Participant deferral / active EE | $2,688 | $3,135-14.3% | $3,686-27.1% | $3,350-19.8% |
| Admin fee / account holder | $185 | $623-70.3% | $6,521-97.2% | $521-64.5% |