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 | Custodial (other than securities); Re... | $18,521 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,018 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,122 | $66,310-28.9% | $93,606-49.7% | $65,185-27.7% |
| Participation rate | 76.2% | 74.0%+2.2pp | 75.8%+0.4pp | 70.2%+6.0pp |
| Annual return | 20.90% | 42.58%-21.7pp | 32.76%-11.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,102 | $2,012-45.3% | $2,718-59.5% | $2,177-49.4% |
| Participant deferral / active EE | $2,616 | $3,342-21.7% | $4,069-35.7% | $3,514-25.6% |
| Admin fee / account holder | $194 | $6,897-97.2% | $7,888-97.5% | $847-77.1% |