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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $74,719 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,433 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,904 | $55,416-87.5% | $75,972-90.9% | $77,643-91.1% |
| Participation rate | 88.7% | 63.6%+25.2pp | 69.1%+19.7pp | 70.6%+18.2pp |
| Annual return | 12.78% | 17.07%-4.3pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $570 | $1,788-68.1% | $2,685-78.8% | $2,726-79.1% |
| Participant deferral / active EE | $3,906 | $3,447+13.3% | $4,255-8.2% | $4,647-15.9% |
| Admin fee / account holder | $99 | $414-76.1% | $6,467-98.5% | $430-77.0% |