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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,684 |
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 | $48,251 | $66,601-27.6% | $92,893-48.1% | $67,579-28.6% |
| Participation rate | 33.1% | 72.5%-39.4pp | 76.0%-42.9pp | 71.3%-38.1pp |
| Annual return | 18.63% | 92.58%-73.9pp | 109.41%-90.8pp | 378.56%-359.9pp |
| Employer contribution / active EE | $378 | $2,775-86.4% | $3,653-89.6% | $2,148-82.4% |
| Participant deferral / active EE | $2,207 | $3,157-30.1% | $4,236-47.9% | $3,539-37.6% |
| Admin fee / account holder | $11 | $199-94.7% | $5,794-99.8% | $142-92.6% |