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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,554 |
USI CONSULTING GROUP3 years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 27 · EIN 91-1176315 | Advisory (Plan) | $13,566 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $4,926 |
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 | $51,749 | $79,523-34.9% | $140,016-63.0% | $56,287-8.1% |
| Participation rate | 93.8% | 85.7%+8.1pp | 87.5%+6.3pp | 69.9%+23.9pp |
| Annual return | -3.88% | 2.39%-6.3pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,110 | $3,350-37.0% | $5,606-62.4% | $2,111-0.1% |
| Participant deferral / active EE | $3,967 | $5,129-22.6% | $6,927-42.7% | $3,350+18.4% |
| Admin fee / account holder | $122 | $614-80.1% | $10,705-98.9% | $521-76.5% |