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 | Direct payment from the plan; Claims ... | $23,901 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $16,593 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,142 | $57,976+12.4% | $62,995+3.4% | $62,292+4.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 74.8%+14.7pp | 69.5%+20.0pp |
| Annual return | 10.05% | 17.54%-7.5pp | 87.57%-77.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $4,714 | $2,415+95.2% | $2,759+70.9% | $2,042+130.8% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $209 | $276-24.3% | $3,600-94.2% | $479-56.5% |