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 | Direct payment from the plan; Custodi... | $25,782 |
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 | $64,866 | $82,882-21.7% | $127,761-49.2% | $72,985-11.1% |
| Participation rate | 64.5% | 71.5%-7.0pp | 79.0%-14.5pp | 69.5%-5.0pp |
| Annual return | 19.87% | 32.20%-12.3pp | 26.14%-6.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,118 | $4,791-34.9% | $6,021-48.2% | $3,607-13.6% |
| Admin fee / account holder | $30 | $6,487-99.5% | $9,395-99.7% | $5,124-99.4% |