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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,163 |
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 | $57,888 | $73,102-20.8% | $123,544-53.1% | $56,287+2.8% |
| Participation rate | 68.0% | 74.3%-6.3pp | 82.3%-14.3pp | 69.9%-1.9pp |
| Annual return | -6.29% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $252 | $2,977-91.5% | $4,628-94.6% | $2,111-88.1% |
| Participant deferral / active EE | $5,535 | $5,423+2.1% | $6,426-13.9% | $3,350+65.2% |
| Admin fee / account holder | $14 | $554-97.6% | $9,284-99.9% | $521-97.4% |