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 GROUP1+ years Service code 10 · EIN 93-1253576 | Accounting | $70,327 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATIES INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $41,204 |
BARBARA I. JICHA1+ years Service code 10 · EIN 20-2062704 | Accounting | $10,880 |
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 | $80,382 | $50,498+59.2% | $75,781+6.1% | $55,191+45.6% |
| Participation rate | 90.3% | 69.4%+20.9pp | 75.8%+14.5pp | 69.2%+21.2pp |
| Annual return | 0.23% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $3,317 | $2,291+44.8% | $3,323-0.2% | $1,899+74.7% |
| Participant deferral / active EE | $5,841 | $2,589+125.6% | $3,651+60.0% | $3,046+91.7% |
| Admin fee / account holder | $145 | $123+17.8% | $5,299-97.3% | $91+59.7% |