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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $23,017 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,764 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $1,378 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,605 | $67,606-20.7% | $82,313-34.9% | $70,131-23.6% |
| Participation rate | 90.4% | 72.8%+17.6pp | 76.9%+13.5pp | 69.5%+20.9pp |
| Annual return | 17.00% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,157 | $1,755+79.9% | $2,428+30.0% | $2,342+34.8% |
| Participant deferral / active EE | $4,117 | $2,987+37.8% | $3,706+11.1% | $3,332+23.6% |
| Admin fee / account holder | $263 | $4,512-94.2% | $5,608-95.3% | $4,645-94.3% |