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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $47,882 |
Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,436 |
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 | $84,363 | $67,984+24.1% | $65,493+28.8% | $74,304+13.5% |
| Participation rate | 87.9% | 66.3%+21.5pp | 73.1%+14.8pp | 60.3%+27.5pp |
| Annual return | 11.19% | 19.87%-8.7pp | 982.45%-971.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $4,884 | $2,491+96.0% | $2,574+89.7% | $2,241+117.9% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $274 | $1,373-80.0% | $5,028-94.5% | $2,969-90.8% |