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 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,270 | $40,174-59.5% | $84,015-80.6% | $67,579-75.9% |
| Participation rate | 22.5% | 62.7%-40.2pp | 69.0%-46.6pp | 71.3%-48.8pp |
| Annual return | 28.38% | 25.82%+2.6pp | 71.31%-42.9pp | 378.56%-350.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $577 | $2,301-74.9% | $3,239-82.2% | $3,539-83.7% |
| Admin fee / account holder | $216 | $128+68.5% | $6,101-96.5% | $142+51.9% |