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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $32,686 |
WHITLEY PENN LLP3+ years Service code 10 · EIN 75-2393478 | Accounting | $10,456 |
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 | $136,467 | $104,251+30.9% | $91,001+50.0% | $147,584-7.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.48% | 27.06%-9.6pp | 4.60%+12.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,706 | $3,116+115.2% | $2,456+173.1% | $4,876+37.5% |
| Participant deferral / active EE | $13,863 | $4,195+230.5% | $3,547+290.8% | $5,439+154.9% |
| Admin fee / account holder | $84 | $8,948-99.1% | $5,417-98.4% | $10,885-99.2% |