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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $224,445 |
HUMAN INTEREST ADVISOR LLC6 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $21,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,055 | $56,503+78.8% | $70,092+44.2% | $64,808+55.9% |
| Participation rate | 86.7% | 70.5%+16.2pp | 70.5%+16.2pp | 71.5%+15.2pp |
| Annual return | -17.12% | -13.44%-3.7pp | 190.73%-207.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $8,123 | $2,046+297.0% | $2,559+217.5% | $2,506+224.2% |
| Participant deferral / active EE | $6,535 | $3,389+92.8% | $3,849+69.8% | $4,310+51.6% |
| Admin fee / account holder | $131 | $160-18.4% | $6,267-97.9% | $188-30.4% |