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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $54,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $43,321 | $35,485+22.1% | $74,550-41.9% | $55,725-22.3% |
| Participation rate | 38.7% | 62.5%-23.8pp | 69.1%-30.4pp | 70.9%-32.1pp |
| Annual return | -6.12% | 0.72%-6.8pp | 32.53%-38.7pp | 244.93%-251.1pp |
| Employer contribution / active EE | $550 | $777-29.3% | $1,961-72.0% | $2,078-73.6% |
| Participant deferral / active EE | $859 | $2,181-60.6% | $3,108-72.4% | $3,356-74.4% |
| Admin fee / account holder | $16 | $114-85.9% | $5,060-99.7% | $115-86.0% |