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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,459 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,253 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,833 | $65,908-83.6% | $81,812-86.8% | $77,643-86.0% |
| Participation rate | 96.7% | 65.8%+30.9pp | 72.3%+24.3pp | 70.6%+26.1pp |
| Annual return | 8.85% | 26.64%-17.8pp | 773.79%-764.9pp | 31.24%-22.4pp |
| Employer contribution / active EE | $489 | $2,370-79.3% | $2,912-83.2% | $2,726-82.0% |
| Participant deferral / active EE | $2,169 | $3,505-38.1% | $4,319-49.8% | $4,647-53.3% |
| Admin fee / account holder | $146 | $526-72.3% | $7,386-98.0% | $430-66.2% |