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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $18,624 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $10,645 |
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 | $22,878 | $55,453-58.7% | $170,442-86.6% | $62,292-63.3% |
| Participation rate | 62.8% | 66.4%-3.5pp | 83.6%-20.8pp | 69.5%-6.7pp |
| Annual return | 11.51% | 21.38%-9.9pp | 205.93%-194.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $508 | $2,164-76.5% | $5,433-90.6% | $2,042-75.1% |
| Participant deferral / active EE | $1,300 | $2,303-43.6% | $4,939-73.7% | $3,169-59.0% |
| Admin fee / account holder | $190 | $455-58.2% | $13,880-98.6% | $479-60.4% |