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); Di... | $38,734 |
Service code 27 · EIN 31-1612116 | Advisory (Plan) | $18,352 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,730 | $69,305-67.2% | $82,313-72.4% | $69,631-67.4% |
| Participation rate | 88.0% | 80.3%+7.8pp | 76.9%+11.1pp | 70.7%+17.3pp |
| Annual return | 16.46% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $591 | $1,887-68.7% | $2,428-75.7% | $2,032-70.9% |
| Participant deferral / active EE | $1,515 | $3,568-57.5% | $3,706-59.1% | $3,224-53.0% |
| Admin fee / account holder | $172 | $97+77.2% | $5,608-96.9% | $110+55.9% |