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 | Direct payment from the plan; Recordk... | $41,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,634 | $51,466+19.8% | $78,778-21.8% | $62,292-1.1% |
| Participation rate | 62.8% | 59.8%+3.0pp | 69.2%-6.4pp | 69.5%-6.7pp |
| Annual return | 13.88% | 19.96%-6.1pp | 35.62%-21.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,543 | $2,147-28.1% | $2,958-47.8% | $3,169-51.3% |
| Admin fee / account holder | $24 | $489-95.2% | $5,134-99.5% | $479-95.1% |