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 8-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 GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $32,146 |
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 | $37,307 | $69,159-46.1% | $125,175-70.2% | $67,579-44.8% |
| Participation rate | 38.0% | 78.2%-40.2pp | 79.8%-41.8pp | 71.3%-33.3pp |
| Annual return | 18.03% | 27.12%-9.1pp | 43.79%-25.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $703 | $2,023-65.3% | $3,865-81.8% | $2,148-67.3% |
| Participant deferral / active EE | $1,945 | $3,700-47.4% | $4,937-60.6% | $3,539-45.0% |
| Admin fee / account holder | $208 | $142+46.5% | $9,702-97.9% | $142+45.9% |