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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $111,684 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $46,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,716 | $81,908-45.4% | $90,749-50.7% | $64,808-31.0% |
| Participation rate | 95.8% | 80.5%+15.3pp | 75.7%+20.1pp | 71.5%+24.3pp |
| Annual return | -15.48% | -12.53%-2.9pp | -12.16%-3.3pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,414 | $3,065-21.2% | $2,921-17.3% | $2,506-3.6% |
| Participant deferral / active EE | $4,967 | $4,840+2.6% | $4,564+8.8% | $4,310+15.2% |
| Admin fee / account holder | $232 | $157+47.9% | $8,445-97.2% | $188+23.7% |