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 | Claims processing; Custodial (other t... | $32,550 |
WHITLEY PENN LLP2+ years Service code 10 · EIN 75-2393478 | Accounting | $9,956 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $116,932 | $99,079+18.0% | $77,999+49.9% | $273,961-57.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.58% | 217.93%-208.3pp | 425.96%-416.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,782 | $3,308+105.0% | $2,470+174.6% | $4,869+39.3% |
| Participant deferral / active EE | $15,094 | $4,306+250.5% | $3,497+331.6% | $5,287+185.5% |
| Admin fee / account holder | $85 | $8,954-99.1% | $5,480-98.5% | $10,132-99.2% |