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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $26,938 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $5,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,196 | $55,453-76.2% | $170,442-92.3% | $62,292-78.8% |
| Participation rate | 66.1% | 66.4%-0.3pp | 83.6%-17.5pp | 69.5%-3.5pp |
| Annual return | 13.37% | 21.38%-8.0pp | 205.93%-192.6pp | 28.90%-15.5pp |
| Employer contribution / active EE | $866 | $2,164-60.0% | $5,433-84.1% | $2,042-57.6% |
| Participant deferral / active EE | $1,405 | $2,303-39.0% | $4,939-71.6% | $3,169-55.7% |
| Admin fee / account holder | $166 | $455-63.5% | $13,880-98.8% | $479-65.3% |