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 | Custodial (other than securities); Re... | $20,058 |
Filed as: ARTHUR J GALLAHGER & CO Service code 10 · EIN 13-3727333 | Accounting | $9,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,003 | $65,376-14.3% | $87,100-35.7% | $65,185-14.1% |
| Participation rate | 36.4% | 75.3%-38.9pp | 76.9%-40.4pp | 70.2%-33.8pp |
| Annual return | 19.62% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $523 | $1,822-71.3% | $2,521-79.2% | $2,177-76.0% |
| Participant deferral / active EE | $1,446 | $3,388-57.3% | $4,049-64.3% | $3,514-58.8% |
| Admin fee / account holder | $175 | $520-66.3% | $7,497-97.7% | $847-79.3% |