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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $43,698 | $56,443-22.6% | $83,848-47.9% | $55,725-21.6% |
| Participation rate | 33.0% | 72.0%-39.1pp | 76.1%-43.2pp | 70.9%-37.9pp |
| Annual return | -5.78% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $290 | $2,682-89.2% | $3,631-92.0% | $2,078-86.0% |
| Participant deferral / active EE | $1,886 | $2,965-36.4% | $4,082-53.8% | $3,356-43.8% |
| Admin fee / account holder | $19 | $156-88.1% | $5,478-99.7% | $115-83.9% |