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 |
|---|---|---|
Service code 27 · EIN 86-0812057 | Advisory (Plan) | $5,486 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $2,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,439 | $45,324-30.6% | $122,332-74.3% | $69,631-54.8% |
| Participation rate | 49.5% | 59.9%-10.5pp | 71.6%-22.2pp | 70.7%-21.2pp |
| Annual return | 16.87% | 25.35%-8.5pp | 30.27%-13.4pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $552 | $1,230-55.1% | $4,050-86.4% | $2,032-72.9% |
| Participant deferral / active EE | $1,775 | $2,367-25.0% | $3,287-46.0% | $3,224-44.9% |
| Admin fee / account holder | $42 | $87-52.3% | $5,478-99.2% | $110-62.4% |