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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $19,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,705 | $80,753-18.6% | $136,294-51.8% | $62,292+5.5% |
| Participation rate | 66.2% | 73.5%-7.3pp | 81.9%-15.7pp | 69.5%-3.3pp |
| Annual return | 19.77% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $253 | $2,884-91.2% | $4,695-94.6% | $2,042-87.6% |
| Participant deferral / active EE | $5,340 | $5,164+3.4% | $6,247-14.5% | $3,169+68.5% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |