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; Claims ... | $30,965 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1396347 | Advisory (Plan) | $15,402 |
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 | $31,399 | $75,183-58.2% | $123,892-74.7% | $55,167-43.1% |
| Participation rate | 94.4% | 72.8%+21.6pp | 81.4%+13.0pp | 69.0%+25.5pp |
| Annual return | 9.72% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $698 | $2,823-75.3% | $4,617-84.9% | $1,963-64.4% |
| Participant deferral / active EE | $4,631 | $5,084-8.9% | $5,984-22.6% | $3,054+51.6% |
| Admin fee / account holder | $72 | $663-89.1% | $8,357-99.1% | $504-85.7% |