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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $23,999 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $12,923 |
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 | $22,764 | $52,953-57.0% | $172,739-86.8% | $65,185-65.1% |
| Participation rate | 54.1% | 66.2%-12.1pp | 82.6%-28.6pp | 70.2%-16.1pp |
| Annual return | 7.24% | 30.12%-22.9pp | 802.84%-795.6pp | 29.38%-22.1pp |
| Employer contribution / active EE | $506 | $2,190-76.9% | $5,143-90.2% | $2,177-76.7% |
| Participant deferral / active EE | $1,394 | $2,471-43.6% | $5,198-73.2% | $3,514-60.3% |
| Admin fee / account holder | $225 | $472-52.3% | $13,954-98.4% | $847-73.4% |