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 GROUP1+ years Service code 12 · EIN 91-1253576 | Custodial (securities); Sub-transfer ... | $9,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,815 | $34,220-94.7% | $73,843-97.5% | $59,188-96.9% |
| Participation rate | 5.5% | 59.1%-53.6pp | 73.4%-68.0pp | 69.4%-63.9pp |
| Annual return | 16.74% | 3.36%+13.4pp | 2267.84%-2251.1pp | 5.51%+11.2pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $28 | $2,035-98.6% | $3,583-99.2% | $3,265-99.1% |
| Admin fee / account holder | $45 | $64-29.6% | $4,880-99.1% | $92-51.1% |