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... | $38,404 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,000 |
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 | $45,221 | $50,637-10.7% | $86,590-47.8% | $62,292-27.4% |
| Participation rate | 85.1% | 67.9%+17.3pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | -13.52% | 20.80%-34.3pp | 964.84%-978.4pp | 28.90%-42.4pp |
| Employer contribution / active EE | $1,718 | $2,075-17.2% | $2,839-39.5% | $2,042-15.9% |
| Participant deferral / active EE | $3,741 | $2,611+43.3% | $3,609+3.7% | $3,169+18.0% |
| Admin fee / account holder | $57 | $413-86.3% | $4,906-98.8% | $479-88.2% |