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 | Recordkeeping and information managem... | $39,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,712 | $37,044-68.4% | $71,796-83.7% | $57,658-79.7% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.1%+12.3pp | 70.2%+11.2pp |
| Annual return | 10.06% | 12.64%-2.6pp | 78.04%-68.0pp | 5.13%+4.9pp |
| Employer contribution / active EE | $460 | $720-36.1% | $1,924-76.1% | $1,974-76.7% |
| Participant deferral / active EE | $1,185 | $1,974-40.0% | $2,794-57.6% | $3,061-61.3% |
| Admin fee / account holder | $16 | $101-83.7% | $4,815-99.7% | $95-82.6% |