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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $29,122 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,135 |
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 | $29,050 | $56,317-48.4% | $71,209-59.2% | $74,304-60.9% |
| Participation rate | 54.0% | 55.1%-1.1pp | 73.8%-19.7pp | 60.3%-6.3pp |
| Annual return | 11.14% | 42.83%-31.7pp | 282.51%-271.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $948 | $2,160-56.1% | $2,721-65.2% | $2,241-57.7% |
| Participant deferral / active EE | $2,652 | $2,788-4.9% | $4,175-36.5% | $3,767-29.6% |
| Admin fee / account holder | $266 | $2,290-88.4% | $5,349-95.0% | $2,969-91.0% |