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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,807 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,279 |
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 | $51,382 | $81,208-36.7% | $98,907-48.1% | $79,858-35.7% |
| Participation rate | 76.0% | 72.5%+3.5pp | 76.0%0pp | 69.6%+6.4pp |
| Annual return | 14.28% | 60.99%-46.7pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,079 | $1,960-44.9% | $2,689-59.9% | $2,471-56.3% |
| Participant deferral / active EE | $2,595 | $3,265-20.5% | $4,244-38.9% | $3,740-30.6% |
| Admin fee / account holder | $227 | $6,013-96.2% | $6,642-96.6% | $5,306-95.7% |