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 | Recordkeeping and information managem... | $36,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,390 | $64,909-40.9% | $82,313-53.4% | $62,292-38.4% |
| Participation rate | 66.8% | 74.9%-8.1pp | 76.9%-10.1pp | 69.5%-2.7pp |
| Annual return | 17.37% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,612 | $1,676-3.8% | $2,428-33.6% | $2,042-21.1% |
| Participant deferral / active EE | $3,160 | $3,103+1.8% | $3,706-14.7% | $3,169-0.3% |
| Admin fee / account holder | $20 | $440-95.5% | $5,608-99.6% | $479-95.9% |