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 9-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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $22,311 | $48,364-53.9% | $71,796-68.9% | $62,891-64.5% |
| Participation rate | 55.4% | 60.6%-5.2pp | 69.1%-13.7pp | 69.3%-13.9pp |
| Annual return | 7.22% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $148 | $1,042-85.8% | $1,924-92.3% | $2,281-93.5% |
| Participant deferral / active EE | $1,312 | $2,091-37.3% | $2,794-53.1% | $3,203-59.0% |
| Admin fee / account holder | $27 | $3,771-99.3% | $4,815-99.4% | $4,296-99.4% |