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 7-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 GROUP1 year Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Re... | $57,095 |
YUNG GERIS GROUP3 years Service code 26 130 WEST SUPERIOR STREET · DULUTH, MN 55802 | Advisory (Participants) | $11,421 |
Filed as: CRESSET Service code 26 701 CARLSON PARKWAY · MINNETONKA, MN 55305 | Advisory (Participants) | $5,115 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,996 | $101,317-19.1% | $146,958-44.2% | $74,495+10.1% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.2%-1.0pp | 67.2%+13.9pp |
| Annual return | 15.88% | 8730.91%-8715.0pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,306 | $3,810-39.5% | $4,933-53.2% | $2,623-12.1% |
| Participant deferral / active EE | $4,883 | $7,303-33.1% | $8,070-39.5% | $4,346+12.4% |
| Admin fee / account holder | $80 | $1,739-95.4% | $12,998-99.4% | $1,942-95.9% |