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 6-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; Recordk... | $28,520 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $12,786 |
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 | $20,083 | $48,335-58.5% | $121,098-83.4% | $71,457-71.9% |
| Participation rate | 99.4% | 54.3%+45.2pp | 69.5%+29.9pp | 67.9%+31.5pp |
| Annual return | 10.62% | 23.32%-12.7pp | 985.75%-975.1pp | 28.85%-18.2pp |
| Employer contribution / active EE | $1,450 | $1,489-2.6% | $4,164-65.2% | $2,588-44.0% |
| Participant deferral / active EE | $2,780 | $2,754+1.0% | $4,080-31.9% | $4,289-35.2% |
| Admin fee / account holder | $194 | $1,841-89.5% | $5,644-96.6% | $1,587-87.8% |