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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $77,715 | $44,221+75.7% | $121,196-35.9% | $56,287+38.1% |
| Participation rate | 54.7% | 61.1%-6.3pp | 71.7%-17.0pp | 69.9%-15.1pp |
| Annual return | -18.45% | -3.58%-14.9pp | 16.93%-35.4pp | -9.96%-8.5pp |
| Employer contribution / active EE | $2,009 | $1,480+35.8% | $4,022-50.0% | $2,111-4.8% |
| Participant deferral / active EE | $3,847 | $2,521+52.6% | $3,344+15.0% | $3,350+14.8% |
| Admin fee / account holder | $28 | $480-94.2% | $5,019-99.4% | $521-94.7% |