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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $32,882 |
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $15,498 |
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 | $74,421 | $65,322+13.9% | $70,449+5.6% | $73,488+1.3% |
| Participation rate | 85.4% | 77.0%+8.4pp | 75.1%+10.3pp | 70.7%+14.7pp |
| Annual return | 9.18% | 15.71%-6.5pp | 109.03%-99.9pp | 28.51%-19.3pp |
| Employer contribution / active EE | $4,320 | $2,460+75.6% | $2,737+57.9% | $2,270+90.3% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $227 | $214+6.1% | $3,845-94.1% | $513-55.7% |