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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $262,359 |
HUMAN INTEREST ADVISOR LLC8 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $37,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,229 | $76,173+76.2% | $81,382+64.9% | $199,593-32.7% |
| Participation rate | 85.3% | 76.3%+9.0pp | 69.5%+15.8pp | 72.0%+13.3pp |
| Annual return | 15.45% | 15.59%-0.1pp | 24.73%-9.3pp | 34.25%-18.8pp |
| Employer contribution / active EE | $8,537 | $2,792+205.7% | $2,463+246.6% | $3,034+181.3% |
| Participant deferral / active EE | $6,967 | $4,201+65.8% | $3,883+79.4% | $5,087+37.0% |
| Admin fee / account holder | $141 | $146-3.3% | $5,768-97.6% | $269-47.4% |