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 | Direct payment from the plan; Recordk... | $24,429 |
Annual investment return 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 | $19,789 | $52,884-62.6% | $84,750-76.6% | $55,167-64.1% |
| Participation rate | 88.3% | 67.5%+20.8pp | 76.6%+11.8pp | 69.0%+19.4pp |
| Annual return | 4.75% | 18.03%-13.3pp | 22.78%-18.0pp | 169.23%-164.5pp |
| Employer contribution / active EE | $575 | $2,233-74.3% | $3,574-83.9% | $1,963-70.7% |
| Participant deferral / active EE | $3,378 | $2,644+27.8% | $3,712-9.0% | $3,054+10.6% |
| Admin fee / account holder | $57 | $581-90.2% | $5,332-98.9% | $504-88.7% |