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 9-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... | $9,842 |
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 | $15,976 | $47,977-66.7% | $154,107-89.6% | $56,287-71.6% |
| Participation rate | 41.5% | 66.2%-24.7pp | 83.0%-41.6pp | 69.9%-28.4pp |
| Annual return | -5.19% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $308 | $2,169-85.8% | $5,298-94.2% | $2,111-85.4% |
| Participant deferral / active EE | $1,091 | $2,392-54.4% | $5,081-78.5% | $3,350-67.4% |
| Admin fee / account holder | $177 | $438-59.7% | $13,411-98.7% | $521-66.1% |