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 | Claims processing; Direct payment fro... | $28,265 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $19,324 |
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 | $63,737 | $98,982-35.6% | $162,163-60.7% | $65,185-2.2% |
| Participation rate | 90.7% | 85.8%+4.9pp | 87.6%+3.2pp | 70.2%+20.5pp |
| Annual return | 19.35% | 24.84%-5.5pp | 115.59%-96.2pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,126 | $3,467-38.7% | $5,614-62.1% | $2,177-2.3% |
| Participant deferral / active EE | $4,042 | $5,384-24.9% | $7,298-44.6% | $3,514+15.0% |
| Admin fee / account holder | $135 | $596-77.4% | $10,843-98.8% | $847-84.1% |