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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,615 | $47,977-65.4% | $154,107-89.2% | $56,287-70.5% |
| Participation rate | 67.8% | 66.2%+1.7pp | 83.0%-15.2pp | 69.9%-2.0pp |
| Annual return | 18.60% | 3.54%+15.1pp | 735.12%-716.5pp | -9.96%+28.6pp |
| Employer contribution / active EE | $2,779 | $2,169+28.1% | $5,298-47.6% | $2,111+31.6% |
| Participant deferral / active EE | $1,378 | $2,392-42.4% | $5,081-72.9% | $3,350-58.9% |
| Admin fee / account holder | $111 | $438-74.8% | $13,411-99.2% | $521-78.8% |