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 | Recordkeeping and information managem... | $86,935 |
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 | $89,396 | $53,901+65.9% | $134,143-33.4% | $73,488+21.6% |
| Participation rate | 48.9% | 62.8%-13.9pp | 72.2%-23.3pp | 70.7%-21.8pp |
| Annual return | 13.13% | 15.82%-2.7pp | 36.33%-23.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,345 | $1,458-7.8% | $3,704-63.7% | $2,270-40.8% |
| Participant deferral / active EE | $2,683 | $2,739-2.0% | $3,499-23.3% | $3,740-28.2% |
| Admin fee / account holder | $35 | $581-94.1% | $6,684-99.5% | $513-93.3% |