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 GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $19,031 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $8,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,979 | $26,549+12.9% | $61,373-51.2% | $66,914-55.2% |
| Participation rate | 23.9% | 38.1%-14.2pp | 52.6%-28.7pp | 69.8%-45.9pp |
| Annual return | -18.68% | -16.21%-2.5pp | 338.61%-357.3pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $861 | $1,338-35.7% | $2,125-59.5% | $4,237-79.7% |
| Admin fee / account holder | $297 | $409-27.3% | $2,130-86.1% | $593-49.9% |