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 (other than securities); Su... | $34,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,413 | $59,186+17.3% | $76,768-9.6% | $56,287+23.3% |
| Participation rate | 40.4% | 75.2%-34.9pp | 77.0%-36.6pp | 69.9%-29.5pp |
| Annual return | -4.84% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $261 | $1,759-85.2% | $2,485-89.5% | $2,111-87.6% |
| Participant deferral / active EE | $1,645 | $3,255-49.5% | $3,852-57.3% | $3,350-50.9% |
| Admin fee / account holder | $588 | $489+20.2% | $6,675-91.2% | $521+12.8% |