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 | Claims processing; Recordkeeping and ... | $70,969 |
KASMAT RISK MANAGEMENT, LLC11+ years Service code 27 · EIN 20-3368658 | Advisory (Plan) | $62,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,779 | $119,446-39.1% | $150,045-51.5% | $85,563-14.9% |
| Participation rate | 70.7% | 75.4%-4.8pp | 82.3%-11.6pp | 66.0%+4.7pp |
| Annual return | 16.78% | 23.72%-6.9pp | 62.55%-45.8pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,199 | $4,078-70.6% | $4,693-74.4% | $2,654-54.8% |
| Participant deferral / active EE | $8,193 | $7,985+2.6% | $7,997+2.5% | $4,375+87.3% |
| Admin fee / account holder | $212 | $548-61.3% | $13,435-98.4% | $834-74.6% |