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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $19,892 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $11,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,169 | $52,953-22.3% | $172,739-76.2% | $65,185-36.8% |
| Participation rate | 57.6% | 66.2%-8.5pp | 82.6%-25.0pp | 70.2%-12.6pp |
| Annual return | 24.60% | 30.12%-5.5pp | 802.84%-778.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $239 | $2,190-89.1% | $5,143-95.3% | $2,177-89.0% |
| Participant deferral / active EE | $2,465 | $2,471-0.2% | $5,198-52.6% | $3,514-29.9% |
| Admin fee / account holder | $238 | $472-49.6% | $13,954-98.3% | $847-71.9% |