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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $5,462 |
Participant 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 | $11,231 | $50,666-77.8% | $76,817-85.4% | $65,185-82.8% |
| Participation rate | 97.7% | 68.8%+28.9pp | 72.1%+25.6pp | 70.2%+27.5pp |
| Annual return | 20.91% | 28.51%-7.6pp | 1166.11%-1145.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $684 | $1,575-56.6% | $2,302-70.3% | $2,177-68.6% |
| Participant deferral / active EE | $571 | $2,647-78.4% | $3,336-82.9% | $3,514-83.7% |
| Admin fee / account holder | $21 | $463-95.5% | $6,420-99.7% | $847-97.5% |