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; Custodial (other t... | $47,193 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $23,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,353 | $57,651+20.3% | $112,229-38.2% | $71,457-2.9% |
| Participation rate | 86.3% | 58.9%+27.4pp | 72.4%+13.9pp | 67.9%+18.4pp |
| Annual return | 14.27% | 18.32%-4.1pp | 30.20%-15.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $3,024 | $1,913+58.1% | $3,430-11.8% | $2,588+16.9% |
| Participant deferral / active EE | $4,601 | $2,863+60.7% | $4,798-4.1% | $4,289+7.3% |
| Admin fee / account holder | $267 | $1,581-83.1% | $7,748-96.6% | $1,587-83.2% |