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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $61,580 |
PROEQUITIES INC3+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $34,451 |
Filed as: PRUDENTIAL FUNDS Service code 19 | Securities Custodian | $9,443 |
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE FUNDS Service code 19 | Securities Custodian | $2,921 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,128 | $80,753-10.7% | $136,294-47.1% | $62,292+15.8% |
| Participation rate | 97.2% | 73.5%+23.6pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 15.31% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,140 | $2,884+8.9% | $4,695-33.1% | $2,042+53.7% |
| Participant deferral / active EE | $4,371 | $5,164-15.4% | $6,247-30.0% | $3,169+37.9% |
| Admin fee / account holder | $285 | $525-45.8% | $9,243-96.9% | $479-40.6% |