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 8-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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,374 |
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 | $12,662 | $52,293-75.8% | $178,490-92.9% | $73,409-82.8% |
| Participation rate | 91.1% | 65.3%+25.7pp | 81.9%+9.2pp | 72.2%+18.9pp |
| Annual return | 18.62% | 34.75%-16.1pp | 151.07%-132.4pp | 59.29%-40.7pp |
| Employer contribution / active EE | $1,431 | $1,735-17.5% | $5,011-71.4% | $2,234-35.9% |
| Participant deferral / active EE | $2,362 | $2,332+1.3% | $5,202-54.6% | $3,805-37.9% |
| Admin fee / account holder | $60 | $127-53.0% | $13,984-99.6% | $158-62.1% |