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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $52,690 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,439 | $62,327+8.2% | $120,354-44.0% | $74,495-9.5% |
| Participation rate | 90.6% | 56.8%+33.8pp | 71.9%+18.7pp | 67.2%+23.4pp |
| Annual return | 14.19% | 18.61%-4.4pp | 107.15%-93.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,140 | $1,843+70.3% | $3,463-9.3% | $2,623+19.7% |
| Participant deferral / active EE | $4,663 | $2,893+61.2% | $4,991-6.6% | $4,346+7.3% |
| Admin fee / account holder | $270 | $2,396-88.7% | $9,423-97.1% | $1,942-86.1% |