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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $62,095 |
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 | $48,019 | $52,670-8.8% | $90,404-46.9% | $73,409-34.6% |
| Participation rate | 35.4% | 67.7%-32.2pp | 72.7%-37.2pp | 72.2%-36.7pp |
| Annual return | 17.76% | 20.70%-2.9pp | 1293.02%-1275.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $833 | $1,872-55.5% | $3,262-74.5% | $2,234-62.7% |
| Participant deferral / active EE | $1,676 | $2,807-40.3% | $3,963-57.7% | $3,805-56.0% |
| Admin fee / account holder | $9 | $117-92.0% | $5,611-99.8% | $158-94.1% |