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 Filed as: STANCORP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $18,376 |
FINANCIAL ADVOCATES2 years Filed as: FINANCIAL ADVOCATES ADVISORY SER Service code 27 · EIN 26-2456952 | Advisory (Plan) | $11,388 |
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 | $54,001 | $89,355-39.6% | $141,162-61.7% | $72,985-26.0% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 30.88% | 111.85%-81.0pp | 71.39%-40.5pp | 81.00%-50.1pp |
| Employer contribution / active EE | $2,732 | $3,114-12.3% | $4,735-42.3% | $2,440+12.0% |
| Participant deferral / active EE | $9,247 | $5,418+70.7% | $6,709+37.8% | $3,607+156.3% |
| Admin fee / account holder | $291 | $5,958-95.1% | $10,261-97.2% | $5,124-94.3% |