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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $14,037 |
LPL FINANCIAL3+ years Filed as: FORTUNE FINANCIAL SERVICES, INC. Service code 27 · EIN 25-1799740 | Advisory (Plan) | $5,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $20,421 | $52,639-61.2% | $185,117-89.0% | $62,292-67.2% |
| Participation rate | 38.9% | 63.9%-25.0pp | 77.3%-38.4pp | 69.5%-30.7pp |
| Annual return | 17.93% | 19.57%-1.6pp | 40.50%-22.6pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $929 | $3,097-70.0% | $5,045-81.6% | $3,169-70.7% |
| Admin fee / account holder | $227 | $374-39.1% | $8,159-97.2% | $479-52.6% |