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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $22,453 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $6,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,540 | $31,388-12.3% | $73,545-62.6% | $62,292-55.8% |
| Participation rate | 43.5% | 39.9%+3.6pp | 54.9%-11.4pp | 69.5%-26.0pp |
| Annual return | 14.18% | 25.34%-11.2pp | -15.16%+29.3pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,026 | $1,028-0.2% | $1,806-43.2% | $3,169-67.6% |
| Admin fee / account holder | $228 | $299-23.9% | $2,320-90.2% | $479-52.4% |