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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $162,067 |
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 | $21,940 | $25,165-12.8% | $73,545-70.2% | $77,958-71.9% |
| Participation rate | 26.6% | 36.6%-10.0pp | 54.9%-28.3pp | 71.6%-45.1pp |
| Annual return | 13.46% | 18.12%-4.7pp | -15.16%+28.6pp | 20.87%-7.4pp |
| Employer contribution / active EE | $124 | $395-68.6% | $1,219-89.8% | $2,310-94.6% |
| Participant deferral / active EE | $487 | $898-45.7% | $1,806-73.0% | $3,537-86.2% |
| Admin fee / account holder | $80 | $76+5.5% | $2,320-96.6% | $97-17.9% |