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+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,494 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,688 | $39,458-27.3% | $60,547-52.6% | $55,191-48.0% |
| Participation rate | 88.0% | 59.6%+28.4pp | 68.0%+20.1pp | 69.2%+18.9pp |
| Annual return | -2.46% | 3.35%-5.8pp | 335.64%-338.1pp | 10.78%-13.2pp |
| Employer contribution / active EE | $1,860 | $1,210+53.8% | $2,419-23.1% | $1,899-2.0% |
| Participant deferral / active EE | $4,585 | $2,140+114.2% | $3,328+37.8% | $3,046+50.5% |
| Admin fee / account holder | $46 | $95-51.4% | $4,536-99.0% | $91-49.1% |