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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $8,695 |
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 | $33,373 | $53,901-38.1% | $134,143-75.1% | $73,488-54.6% |
| Participation rate | 43.4% | 62.8%-19.4pp | 72.2%-28.8pp | 70.7%-27.3pp |
| Annual return | 3.54% | 15.82%-12.3pp | 36.33%-32.8pp | 28.51%-25.0pp |
| Employer contribution / active EE | $595 | $1,458-59.2% | $3,704-83.9% | $2,270-73.8% |
| Participant deferral / active EE | $1,686 | $2,739-38.4% | $3,499-51.8% | $3,740-54.9% |
| Admin fee / account holder | $26 | $581-95.6% | $6,684-99.6% | $513-95.0% |