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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $13,222 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,244 | $60,124-79.6% | $90,404-86.5% | $79,858-84.7% |
| Participation rate | 48.2% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.4pp |
| Annual return | 10.29% | 71.94%-61.7pp | 1293.02%-1282.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,621 | $2,938-44.8% | $3,963-59.1% | $3,740-56.7% |
| Admin fee / account holder | $52 | $3,976-98.7% | $5,611-99.1% | $5,306-99.0% |