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 | Custodial (other than securities); Cl... | $15,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,613 | $47,969+22.2% | $85,969-31.8% | $52,331+12.0% |
| Participation rate | 59.7% | 61.7%-2.1pp | 76.5%-16.9pp | 68.1%-8.4pp |
| Annual return | -0.25% | -0.13%-0.1pp | 9.32%-9.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $173 | $1,460-88.1% | $3,474-95.0% | $1,882-90.8% |
| Participant deferral / active EE | $3,332 | $2,110+57.9% | $3,829-13.0% | $3,022+10.3% |
| Admin fee / account holder | $58 | $530-89.1% | $6,053-99.0% | $592-90.2% |