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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,255 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,476 |
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 | $36,364 | $47,977-24.2% | $154,107-76.4% | $56,287-35.4% |
| Participation rate | 78.2% | 66.2%+12.0pp | 83.0%-4.8pp | 69.9%+8.3pp |
| Annual return | -4.76% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,527 | $2,169-29.6% | $5,298-71.2% | $2,111-27.7% |
| Participant deferral / active EE | $2,661 | $2,392+11.3% | $5,081-47.6% | $3,350-20.6% |
| Admin fee / account holder | $106 | $438-75.7% | $13,411-99.2% | $521-79.6% |