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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $31,090 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,250 |
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 | $78,385 | $89,355-12.3% | $141,162-44.5% | $72,985+7.4% |
| Participation rate | 92.0% | 75.1%+16.8pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.50% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,242 | $3,114-28.0% | $4,735-52.7% | $2,440-8.1% |
| Participant deferral / active EE | $8,433 | $5,418+55.6% | $6,709+25.7% | $3,607+133.8% |
| Admin fee / account holder | $149 | $5,958-97.5% | $10,261-98.6% | $5,124-97.1% |