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 | Claims processing; Recordkeeping and ... | $39,269 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,421 | $50,175+82.2% | $99,443-8.1% | $65,185+40.2% |
| Participation rate | 63.5% | 68.4%-4.9pp | 73.8%-10.3pp | 70.2%-6.7pp |
| Annual return | 22.84% | 25.36%-2.5pp | 30.72%-7.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,752 | $1,496+17.1% | $2,540-31.0% | $2,177-19.5% |
| Participant deferral / active EE | $2,616 | $2,748-4.8% | $3,619-27.7% | $3,514-25.6% |
| Admin fee / account holder | $125 | $398-68.4% | $6,250-98.0% | $847-85.2% |