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 GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $10,514 |
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 | $22,228 | $52,953-58.0% | $172,739-87.1% | $65,185-65.9% |
| Participation rate | 47.7% | 66.2%-18.5pp | 82.6%-34.9pp | 70.2%-22.5pp |
| Annual return | 21.79% | 30.12%-8.3pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $393 | $2,190-82.0% | $5,143-92.4% | $2,177-81.9% |
| Participant deferral / active EE | $1,640 | $2,471-33.6% | $5,198-68.5% | $3,514-53.3% |
| Admin fee / account holder | $196 | $472-58.4% | $13,954-98.6% | $847-76.8% |