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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $150,082 |
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 | $16,461 | $22,291-26.2% | $69,182-76.2% | $63,975-74.3% |
| Participation rate | 25.8% | 35.3%-9.5pp | 55.1%-29.3pp | 71.1%-45.3pp |
| Annual return | 5.50% | 9.30%-3.8pp | -21.93%+27.4pp | 48.65%-43.2pp |
| Employer contribution / active EE | $141 | $325-56.6% | $1,206-88.3% | $2,182-93.5% |
| Participant deferral / active EE | $469 | $808-41.9% | $1,897-75.3% | $3,356-86.0% |
| Admin fee / account holder | $62 | $73-15.7% | $2,697-97.7% | $70-12.6% |