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; Recordk... | $38,364 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,365 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $6,825 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,256 | $61,058-75.0% | $71,209-78.6% | $85,563-82.2% |
| Participation rate | 96.7% | 58.6%+38.1pp | 73.8%+23.0pp | 66.0%+30.7pp |
| Annual return | 12.10% | 100.41%-88.3pp | 282.51%-270.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $701 | $2,199-68.1% | $2,721-74.2% | $2,654-73.6% |
| Participant deferral / active EE | $2,399 | $3,173-24.4% | $4,175-42.5% | $4,375-45.2% |
| Admin fee / account holder | $178 | $855-79.1% | $5,349-96.7% | $834-78.6% |