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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Other fees;... | $93,618 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,312 |
FINANCIAL TELESIS1 year Filed as: FINANCIAL TELESIS, INC. Service code 27 · EIN 68-0279977 | Advisory (Plan) | $7,748 |
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 | $44,940 | $65,223-31.1% | $80,019-43.8% | $55,725-19.4% |
| Participation rate | 97.6% | 80.6%+17.1pp | 75.8%+21.8pp | 70.9%+26.8pp |
| Annual return | -4.79% | 7.59%-12.4pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,454 | $2,544-3.5% | $2,468-0.6% | $2,078+18.1% |
| Participant deferral / active EE | $3,605 | $3,881-7.1% | $3,686-2.2% | $3,356+7.4% |
| Admin fee / account holder | $254 | $114+122.4% | $6,521-96.1% | $115+120.5% |