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 | Custodial (other than securities); Re... | $15,758 |
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 | $38,697 | $46,732-17.2% | $156,549-75.3% | $55,167-29.9% |
| Participation rate | 14.3% | 65.8%-51.5pp | 84.0%-69.7pp | 69.0%-54.7pp |
| Annual return | 6.25% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $475 | $2,105-77.5% | $5,501-91.4% | $1,963-75.8% |
| Participant deferral / active EE | $1,155 | $2,204-47.6% | $4,871-76.3% | $3,054-62.2% |
| Admin fee / account holder | $32 | $418-92.3% | $13,027-99.8% | $504-93.6% |