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... | $38,248 |
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 | $84,479 | $73,638+14.7% | $95,952-12.0% | $73,488+15.0% |
| Participation rate | 45.5% | 76.2%-30.6pp | 77.1%-31.5pp | 70.7%-25.2pp |
| Annual return | 16.43% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $333 | $1,863-82.1% | $2,541-86.9% | $2,270-85.3% |
| Participant deferral / active EE | $2,034 | $3,617-43.8% | $4,167-51.2% | $3,740-45.6% |
| Admin fee / account holder | $540 | $482+12.0% | $6,795-92.1% | $513+5.2% |