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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $16,371 |
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 | $103,794 | $58,101+78.6% | $118,925-12.7% | $73,409+41.4% |
| Participation rate | 56.8% | 56.1%+0.7pp | 75.4%-18.6pp | 72.2%-15.4pp |
| Annual return | 16.10% | 20.56%-4.5pp | 35.88%-19.8pp | 59.29%-43.2pp |
| Employer contribution / active EE | $191 | $1,445-86.8% | $3,263-94.1% | $2,234-91.5% |
| Participant deferral / active EE | $3,980 | $2,400+65.9% | $4,265-6.7% | $3,805+4.6% |
| Admin fee / account holder | $37 | $138-72.9% | $6,581-99.4% | $158-76.3% |