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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $29,581 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,733 |
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 | $38,774 | $55,453-30.1% | $170,442-77.3% | $62,292-37.8% |
| Participation rate | 74.1% | 66.4%+7.8pp | 83.6%-9.4pp | 69.5%+4.6pp |
| Annual return | 14.59% | 21.38%-6.8pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,239 | $2,164-42.7% | $5,433-77.2% | $2,042-39.3% |
| Participant deferral / active EE | $2,335 | $2,303+1.4% | $4,939-52.7% | $3,169-26.3% |
| Admin fee / account holder | $113 | $455-75.1% | $13,880-99.2% | $479-76.4% |