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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $27,764 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $26,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,554 | $101,317-10.6% | $146,958-38.4% | $74,495+21.6% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.6pp | 67.2%+6.3pp |
| Annual return | 16.29% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,850 | $3,810-51.5% | $4,933-62.5% | $2,623-29.5% |
| Participant deferral / active EE | $4,723 | $7,303-35.3% | $8,070-41.5% | $4,346+8.7% |
| Admin fee / account holder | $241 | $1,739-86.1% | $12,998-98.1% | $1,942-87.6% |