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 9-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 GROUP1 year Service code 12 · EIN 35-1253576 | Direct payment from the plan; Custodi... | $5,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,789 | $42,548-81.7% | $74,550-89.6% | $56,287-86.2% |
| Participation rate | 41.5% | 60.5%-18.9pp | 69.1%-27.6pp | 69.9%-28.3pp |
| Annual return | 83.33% | 12.40%+70.9pp | 32.53%+50.8pp | -9.96%+93.3pp |
| Employer contribution / active EE | $1,018 | $855+19.1% | $1,961-48.1% | $2,111-51.8% |
| Participant deferral / active EE | $1,709 | $2,277-24.9% | $3,108-45.0% | $3,350-49.0% |
| Admin fee / account holder | $60 | $467-87.2% | $5,060-98.8% | $521-88.6% |