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 | Direct payment from the plan; Recordk... | $19,962 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,689 |
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 | $63,430 | $72,492-12.5% | $87,100-27.2% | $72,985-13.1% |
| Participation rate | 91.4% | 72.8%+18.5pp | 76.9%+14.5pp | 69.5%+21.9pp |
| Annual return | 25.38% | 24.46%+0.9pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,281 | $1,894+73.2% | $2,521+30.1% | $2,440+34.5% |
| Participant deferral / active EE | $4,342 | $3,270+32.8% | $4,049+7.2% | $3,607+20.4% |
| Admin fee / account holder | $244 | $5,055-95.2% | $7,497-96.7% | $5,124-95.2% |