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 GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $6,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,789 | $46,722-32.0% | $130,648-75.7% | $65,185-51.2% |
| Participation rate | 47.0% | 60.9%-13.9pp | 71.7%-24.7pp | 70.2%-23.2pp |
| Annual return | 4.99% | 24.17%-19.2pp | 1708.96%-1704.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $625 | $1,488-58.0% | $4,092-84.7% | $2,177-71.3% |
| Participant deferral / active EE | $1,556 | $2,545-38.9% | $3,603-56.8% | $3,514-55.7% |
| Admin fee / account holder | $42 | $453-90.6% | $5,464-99.2% | $847-95.0% |