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 | Custodial (securities); Claims proces... | $26,163 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $8,331 |
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 | $30,943 | $25,302+22.3% | $74,701-58.6% | $67,579-54.2% |
| Participation rate | 31.0% | 37.8%-6.8pp | 54.5%-23.5pp | 71.3%-40.3pp |
| Annual return | 19.57% | 10291.17%-10271.6pp | 752.92%-733.4pp | 378.56%-359.0pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $850 | $954-10.9% | $1,964-56.7% | $3,539-76.0% |
| Admin fee / account holder | $292 | $108+171.6% | $3,333-91.2% | $142+105.4% |