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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $67,359 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,056 |
Employer 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 | $70,194 | $91,517-23.3% | $101,248-30.7% | $73,409-4.4% |
| Participation rate | 89.7% | 73.8%+15.9pp | 75.8%+13.9pp | 72.2%+17.6pp |
| Annual return | 15.41% | 17.17%-1.8pp | 46.47%-31.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $457 | $2,877-84.1% | $3,660-87.5% | $2,234-79.6% |
| Participant deferral / active EE | $5,097 | $3,338+52.7% | $4,370+16.6% | $3,805+34.0% |
| Admin fee / account holder | $78 | $216-63.9% | $5,945-98.7% | $158-50.6% |