Filed February 5, 2018
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 8-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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $4,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,514 | $37,196-79.8% | $154,107-95.1% | $55,725-86.5% |
| Participation rate | 41.0% | 64.1%-23.1pp | 83.0%-42.0pp | 70.9%-29.8pp |
| Annual return | 2.37% | 1319.68%-1317.3pp | 735.12%-732.7pp | 244.93%-242.6pp |
| Employer contribution / active EE | $244 | $1,614-84.9% | $5,298-95.4% | $2,078-88.3% |
| Participant deferral / active EE | $816 | $2,068-60.5% | $5,081-83.9% | $3,356-75.7% |
| Admin fee / account holder | $21 | $102-79.7% | $13,411-99.8% | $115-82.1% |