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 | Recordkeeping and information managem... | $67,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,696 | $58,726+61.2% | $92,233+2.7% | $62,292+52.0% |
| Participation rate | 39.5% | 68.3%-28.8pp | 76.5%-36.9pp | 69.5%-30.0pp |
| Annual return | 17.86% | 43.62%-25.8pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,143 | $2,392-52.2% | $3,679-68.9% | $2,042-44.0% |
| Participant deferral / active EE | $2,632 | $2,766-4.8% | $3,897-32.5% | $3,169-16.9% |
| Admin fee / account holder | $76 | $556-86.3% | $5,194-98.5% | $479-84.1% |