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 | Direct payment from the plan; Custodi... | $43,813 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $11,710 |
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 | $41,790 | $84,233-50.4% | $170,442-75.5% | $70,131-40.4% |
| Participation rate | 77.3% | 70.8%+6.4pp | 83.6%-6.3pp | 69.5%+7.7pp |
| Annual return | 15.72% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,621 | $3,086-15.1% | $4,939-46.9% | $3,332-21.3% |
| Admin fee / account holder | $86 | $5,698-98.5% | $13,880-99.4% | $4,645-98.2% |