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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $31,674 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $17,588 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,792 | $51,197-71.1% | $82,719-82.1% | $66,914-77.9% |
| Participation rate | 73.4% | 67.8%+5.6pp | 72.6%+0.8pp | 69.8%+3.6pp |
| Annual return | -21.23% | -9.64%-11.6pp | 701.18%-722.4pp | 1.58%-22.8pp |
| Employer contribution / active EE | $628 | $2,611-75.9% | $3,009-79.1% | $2,544-75.3% |
| Participant deferral / active EE | $2,120 | $3,458-38.7% | $4,395-51.8% | $4,237-50.0% |
| Admin fee / account holder | $254 | $416-38.8% | $5,329-95.2% | $593-57.2% |