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 10 · EIN 93-1253576 | Accounting | $68,337 |
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATIES INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $39,832 |
BARBARA I. JICHA2+ years Service code 10 · EIN 20-2062704 | Accounting | $12,325 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,130 | $57,921+48.7% | $84,750+1.6% | $57,658+49.4% |
| Participation rate | 94.0% | 72.9%+21.0pp | 76.6%+17.4pp | 70.2%+23.7pp |
| Annual return | 9.42% | 10.24%-0.8pp | 22.78%-13.4pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,549 | $2,598+36.6% | $3,574-0.7% | $1,974+79.8% |
| Participant deferral / active EE | $6,553 | $2,742+139.0% | $3,712+76.6% | $3,061+114.1% |
| Admin fee / account holder | $135 | $130+4.4% | $5,332-97.5% | $95+43.2% |