Filed January 29, 2019
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 | Recordkeeping and information managem... | $54,925 |
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 | $38,611 | $54,237-28.8% | $90,281-57.2% | $67,579-42.9% |
| Participation rate | 36.9% | 68.6%-31.8pp | 73.3%-36.4pp | 71.3%-34.4pp |
| Annual return | 23.65% | 37.27%-13.6pp | 78.10%-54.4pp | 378.56%-354.9pp |
| Employer contribution / active EE | $789 | $1,846-57.3% | $2,854-72.4% | $2,148-63.3% |
| Participant deferral / active EE | $1,587 | $2,625-39.6% | $3,885-59.2% | $3,539-55.2% |
| Admin fee / account holder | $14 | $123-88.8% | $5,351-99.7% | $142-90.3% |