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 | Recordkeeping and information managem... | $17,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,004 | $64,909-58.4% | $82,313-67.2% | $62,292-56.7% |
| Participation rate | 46.8% | 74.9%-28.1pp | 76.9%-30.1pp | 69.5%-22.8pp |
| Annual return | 19.94% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-9.0pp |
| Employer contribution / active EE | $210 | $1,676-87.5% | $2,428-91.3% | $2,042-89.7% |
| Participant deferral / active EE | $2,586 | $3,103-16.7% | $3,706-30.2% | $3,169-18.4% |
| Admin fee / account holder | $48 | $440-89.1% | $5,608-99.1% | $479-90.0% |