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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,350 |
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 | $98,768 | $109,359-9.7% | $162,163-39.1% | $72,985+35.3% |
| Participation rate | 69.2% | 84.3%-15.0pp | 87.6%-18.3pp | 69.5%-0.3pp |
| Annual return | 18.88% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,111 | $3,907-46.0% | $5,614-62.4% | $2,440-13.5% |
| Participant deferral / active EE | $3,726 | $5,481-32.0% | $7,298-48.9% | $3,607+3.3% |
| Admin fee / account holder | $93 | $7,972-98.8% | $10,843-99.1% | $5,124-98.2% |