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; Sub-transfer agenc... | $29,558 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $13,925 |
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 | $67,913 | $55,002+23.5% | $59,878+13.4% | $56,287+20.7% |
| Participation rate | 87.4% | 75.9%+11.5pp | 74.7%+12.7pp | 69.9%+17.6pp |
| Annual return | 8.07% | 1.13%+6.9pp | 3.46%+4.6pp | -9.96%+18.0pp |
| Employer contribution / active EE | $4,666 | $2,448+90.6% | $2,722+71.5% | $2,111+121.1% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $93 | $236-60.3% | $3,590-97.4% | $521-82.1% |