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 | Claims processing; Direct payment fro... | $53,336 |
DAVIDSON CAPITAL MANAGEMENT2 years Filed as: DAVIDSON CAPITAL MANAGEMENT, INC Service code 27 · EIN 75-2301796 | Advisory (Plan) | $9,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,549 | $122,239-34.9% | $184,203-56.8% | $74,495+6.8% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 15.64% | 19.95%-4.3pp | 28.81%-13.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,061 | $4,537-32.5% | $6,427-52.4% | $2,623+16.7% |
| Participant deferral / active EE | $4,988 | $7,139-30.1% | $9,131-45.4% | $4,346+14.8% |
| Admin fee / account holder | $129 | $1,260-89.7% | $13,901-99.1% | $1,942-93.3% |