See peer percentile detail. $4.99 for your first month.
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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 Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 312 ELM ST., STE. 1550 · CINCINNATI, OH 45202 | Recordkeeping and information managem... | $21,177 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 · EIN 41-1486060 400 ROBERT STREET N · ST. PAUL, MN 55101 | Advisory (Plan) | $8,054 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 P O BOX 10356 · DES MOINES, IA 503060356 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,591 | $84,487-66.2% | $125,339-77.2% | $66,914-57.3% |
| Participation rate | 60.6% | 76.4%-15.8pp | 82.4%-21.8pp | 69.8%-9.2pp |
| Annual return | -15.65% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,098 | $3,553-69.1% | $4,814-77.2% | $2,544-56.8% |
| Participant deferral / active EE | $1,918 | $6,781-71.7% | $7,446-74.2% | $4,237-54.7% |
| Admin fee / account holder | $196 | $685-71.4% | $10,010-98.0% | $593-66.9% |