Filed November 27, 2019
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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $49,102 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,534 | $61,156-23.9% | $185,823-75.0% | $79,386-41.4% |
| Participation rate | 49.0% | 66.6%-17.7pp | 81.7%-32.7pp | 70.7%-21.7pp |
| Annual return | 13.27% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,256 | $2,321-45.9% | $5,167-75.7% | $2,427-48.3% |
| Participant deferral / active EE | $2,340 | $2,789-16.1% | $5,568-58.0% | $4,046-42.2% |
| Admin fee / account holder | $327 | $710-54.0% | $16,237-98.0% | $626-47.9% |