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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,381 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,940 | $91,190+64.4% | $178,490-16.0% | $79,858+87.8% |
| Participation rate | 17.7% | 69.2%-51.5pp | 81.9%-64.2pp | 69.6%-51.9pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $139 | $3,256-95.7% | $5,011-97.2% | $2,471-94.4% |
| Participant deferral / active EE | $1,398 | $3,236-56.8% | $5,202-73.1% | $3,740-62.6% |
| Admin fee / account holder | $1,360 | $6,751-79.9% | $13,984-90.3% | $5,306-74.4% |