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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $3,060 |
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 | $37,982 | $52,953-28.3% | $172,739-78.0% | $65,185-41.7% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.1pp | 70.2%+23.6pp |
| Annual return | 45.73% | 30.12%+15.6pp | 802.84%-757.1pp | 29.38%+16.3pp |
| Employer contribution / active EE | $1,796 | $2,190-18.0% | $5,143-65.1% | $2,177-17.5% |
| Participant deferral / active EE | $9,258 | $2,471+274.7% | $5,198+78.1% | $3,514+163.5% |
| Admin fee / account holder | $13 | $472-97.3% | $13,954-99.9% | $847-98.5% |