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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $27,055 |
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $15,725 |
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 | $67,827 | $60,795+11.6% | $69,455-2.3% | $65,185+4.1% |
| Participation rate | 89.0% | 74.9%+14.1pp | 74.6%+14.4pp | 70.2%+18.8pp |
| Annual return | 4.65% | 17.46%-12.8pp | 28.97%-24.3pp | 29.38%-24.7pp |
| Employer contribution / active EE | $4,272 | $2,452+74.2% | $2,779+53.7% | $2,177+96.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $199 | $314-36.4% | $3,839-94.8% | $847-76.5% |