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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $40,626 |
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,589 | $60,989+23.9% | $60,874+24.2% | $66,914+13.0% |
| Participation rate | 84.7% | 74.5%+10.2pp | 73.1%+11.6pp | 69.8%+14.9pp |
| Annual return | -8.74% | -9.60%+0.9pp | 16.90%-25.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $4,278 | $2,661+60.8% | $2,701+58.4% | $2,544+68.2% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $274 | $338-19.2% | $3,224-91.5% | $593-53.9% |