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 | Direct payment from the plan; Custodi... | $53,407 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $3,379 |
Filed as: DAVIDSON CAPITAL MANAGEMENT, INC Service code 27 · EIN 75-2301796 | Advisory (Plan) | $2,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,422 | $130,194-49.8% | $169,993-61.5% | $71,457-8.4% |
| Participation rate | 96.4% | 86.1%+10.2pp | 87.0%+9.4pp | 67.9%+28.4pp |
| Annual return | 15.82% | 20.37%-4.5pp | 53.37%-37.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,048 | $4,381-30.4% | $6,785-55.1% | $2,588+17.8% |
| Participant deferral / active EE | $5,032 | $6,923-27.3% | $10,408-51.7% | $4,289+17.3% |
| Admin fee / account holder | $98 | $966-89.8% | $12,815-99.2% | $1,587-93.8% |