Filed October 8, 2018 (most recent of 3 filings on file)
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 | Recordkeeping and information managem... | $189,522 |
HUMAN INTEREST ADVISOR LLC5 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $55,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,389 | $66,528+76.4% | $86,874+35.1% | $86,799+35.2% |
| Participation rate | 87.7% | 72.4%+15.4pp | 71.6%+16.1pp | 72.3%+15.5pp |
| Annual return | 17.16% | 19.56%-2.4pp | 63.52%-46.4pp | 97.91%-80.7pp |
| Employer contribution / active EE | $8,162 | $2,007+306.7% | $2,495+227.1% | $2,405+239.3% |
| Participant deferral / active EE | $6,170 | $3,240+90.5% | $3,699+66.8% | $4,131+49.4% |
| Admin fee / account holder | $120 | $148-18.9% | $5,828-97.9% | $170-29.1% |