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 5-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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,920 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,528 | $51,288-97.0% | $81,983-98.1% | $73,409-97.9% |
| Participation rate | 69.1% | 64.0%+5.1pp | 69.2%-0.2pp | 72.2%-3.1pp |
| Annual return | 0.00% | 29.48%-29.5pp | 41.31%-41.3pp | 59.29%-59.3pp |
| Employer contribution / active EE | $181 | $1,487-87.9% | $2,498-92.8% | $2,234-91.9% |
| Participant deferral / active EE | $970 | $2,715-64.3% | $3,722-73.9% | $3,805-74.5% |
| Admin fee / account holder | $27 | $125-78.1% | $5,664-99.5% | $158-82.6% |