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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $38,178 |
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $17,756 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,191 | $65,557+22.3% | $64,056+25.2% | $71,457+12.2% |
| Participation rate | 86.8% | 73.2%+13.6pp | 72.3%+14.5pp | 67.9%+18.9pp |
| Annual return | 6.64% | 18.94%-12.3pp | 33.69%-27.0pp | 28.85%-22.2pp |
| Employer contribution / active EE | $4,439 | $2,669+66.3% | $2,747+61.6% | $2,588+71.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $249 | $616-59.6% | $3,068-91.9% | $1,587-84.3% |