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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $17,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,791 | $55,790-44.8% | $76,817-59.9% | $67,579-54.4% |
| Participation rate | 48.4% | 71.1%-22.7pp | 72.1%-23.7pp | 71.3%-22.9pp |
| Annual return | 20.43% | 64.45%-44.0pp | 1166.11%-1145.7pp | 378.56%-358.1pp |
| Employer contribution / active EE | $705 | $1,810-61.1% | $2,302-69.4% | $2,148-67.2% |
| Participant deferral / active EE | $952 | $2,875-66.9% | $3,336-71.5% | $3,539-73.1% |
| Admin fee / account holder | $2 | $159-98.8% | $6,420-100.0% | $142-98.7% |