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... | $33,698 |
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 | $7,405 | $48,064-84.6% | $78,778-90.6% | $69,631-89.4% |
| Participation rate | 83.6% | 61.6%+22.1pp | 69.2%+14.4pp | 70.7%+12.9pp |
| Annual return | 16.23% | 21.81%-5.6pp | 35.62%-19.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $490 | $744-34.0% | $1,986-75.3% | $2,032-75.9% |
| Participant deferral / active EE | $1,355 | $2,079-34.8% | $2,958-54.2% | $3,224-58.0% |
| Admin fee / account holder | $25 | $152-83.6% | $5,134-99.5% | $110-77.4% |