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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $32,312 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,373 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,049 | $76,552-2.0% | $123,892-39.4% | $62,891+19.3% |
| Participation rate | 85.1% | 73.0%+12.1pp | 81.4%+3.7pp | 69.3%+15.8pp |
| Annual return | 7.84% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,342 | $2,883-18.8% | $4,617-49.3% | $2,281+2.7% |
| Participant deferral / active EE | $8,931 | $4,840+84.5% | $5,984+49.2% | $3,203+178.8% |
| Admin fee / account holder | $218 | $4,826-95.5% | $8,357-97.4% | $4,296-94.9% |