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 7-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 92-1253576 | Custodial (other than securities); Cl... | $8,080 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,491 | $42,810-96.5% | $169,463-99.1% | $55,725-97.3% |
| Participation rate | 78.3% | 64.7%+13.6pp | 77.8%+0.5pp | 70.9%+7.5pp |
| Annual return | 0.00% | -3.61%+3.6pp | 1.83%-1.8pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,159-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,064 | $3,141-66.1% | $5,277-79.8% | $3,356-68.3% |
| Admin fee / account holder | $24 | $106-77.2% | $9,109-99.7% | $115-78.9% |