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; Recordk... | $21,464 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $12,782 |
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 | $48,412 | $58,879-17.8% | $178,490-72.9% | $73,488-34.1% |
| Participation rate | 64.6% | 66.2%-1.6pp | 81.9%-17.3pp | 70.7%-6.1pp |
| Annual return | 17.88% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $280 | $2,236-87.5% | $5,011-94.4% | $2,270-87.6% |
| Participant deferral / active EE | $3,012 | $2,567+17.3% | $5,202-42.1% | $3,740-19.5% |
| Admin fee / account holder | $254 | $400-36.6% | $13,984-98.2% | $513-50.6% |