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 | Recordkeeping and information managem... | $41,897 |
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 | $75,779 | $51,769+46.4% | $57,343+32.2% | $52,331+44.8% |
| Participation rate | 22.3% | 75.2%-52.9pp | 75.1%-52.8pp | 68.1%-45.8pp |
| Annual return | 0.94% | 2.43%-1.5pp | 24.39%-23.4pp | 4.54%-3.6pp |
| Employer contribution / active EE | $815 | $2,335-65.1% | $2,689-69.7% | $1,882-56.7% |
| Participant deferral / active EE | $1,226 | $2,794-56.1% | $3,162-61.2% | $3,022-59.4% |
| Admin fee / account holder | $47 | $295-84.1% | $3,356-98.6% | $592-92.1% |