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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $12,542 |
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 | $42,823 | $55,790-23.2% | $76,817-44.3% | $67,579-36.6% |
| Participation rate | 57.6% | 71.1%-13.5pp | 72.1%-14.5pp | 71.3%-13.7pp |
| Annual return | 23.72% | 64.45%-40.7pp | 1166.11%-1142.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $594 | $1,810-67.2% | $2,302-74.2% | $2,148-72.3% |
| Participant deferral / active EE | $2,129 | $2,875-25.9% | $3,336-36.2% | $3,539-39.8% |
| Admin fee / account holder | $31 | $159-80.7% | $6,420-99.5% | $142-78.5% |