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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $38,340 |
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 | $29,271 | $38,925-24.8% | $73,843-60.4% | $55,191-47.0% |
| Participation rate | 49.4% | 66.0%-16.6pp | 73.4%-24.0pp | 69.2%-19.8pp |
| Annual return | 2.56% | 6.31%-3.8pp | 2267.84%-2265.3pp | 10.78%-8.2pp |
| Employer contribution / active EE | $706 | $1,695-58.3% | $2,787-74.7% | $1,899-62.8% |
| Participant deferral / active EE | $1,425 | $2,351-39.4% | $3,583-60.2% | $3,046-53.2% |
| Admin fee / account holder | $12 | $83-85.4% | $4,880-99.8% | $91-86.6% |