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; Claims ... | $24,221 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $12,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,408 | $66,124-79.7% | $90,404-85.2% | $73,488-81.8% |
| Participation rate | 64.3% | 69.7%-5.4pp | 72.7%-8.4pp | 70.7%-6.4pp |
| Annual return | 5.90% | 17.65%-11.8pp | 1293.02%-1287.1pp | 28.51%-22.6pp |
| Employer contribution / active EE | $711 | $2,346-69.7% | $3,262-78.2% | $2,270-68.7% |
| Participant deferral / active EE | $2,184 | $3,039-28.1% | $3,963-44.9% | $3,740-41.6% |
| Admin fee / account holder | $152 | $396-61.7% | $5,611-97.3% | $513-70.4% |