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; Custodi... | $117,540 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $110,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,036 | $103,024-8.7% | $112,040-16.1% | $79,634+18.1% |
| Participation rate | 91.7% | 80.6%+11.2pp | 76.5%+15.3pp | 62.5%+29.3pp |
| Annual return | 16.73% | 17.60%-0.9pp | 24.52%-7.8pp | 36.46%-19.7pp |
| Employer contribution / active EE | $2,155 | $3,015-28.5% | $2,954-27.0% | $2,529-14.8% |
| Participant deferral / active EE | $5,774 | $5,233+10.3% | $5,098+13.3% | $3,835+50.6% |
| Admin fee / account holder | $175 | $465-62.3% | $12,098-98.6% | $1,002-82.5% |