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 ... | $64,386 |
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.
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 | $49,866 | $63,905-22.0% | $74,183-32.8% | $57,658-13.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.6%-6.7pp | 70.2%-0.3pp |
| Annual return | 5.41% | 60.60%-55.2pp | 17.74%-12.3pp | 5.13%+0.3pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,298 | $3,448-33.4% | $3,550-35.3% | $3,061-24.9% |
| Admin fee / account holder | $165 | $91+80.8% | $5,586-97.1% | $95+74.2% |