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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $30,367 |
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 | $19,027 | $88,324-78.5% | $115,037-83.5% | $55,191-65.5% |
| Participation rate | 88.0% | 72.5%+15.5pp | 81.4%+6.7pp | 69.2%+18.9pp |
| Annual return | 8.59% | 6.30%+2.3pp | 26.14%-17.5pp | 10.78%-2.2pp |
| Employer contribution / active EE | $1,053 | $2,805-62.4% | $4,608-77.1% | $1,899-44.5% |
| Participant deferral / active EE | $4,336 | $5,042-14.0% | $6,026-28.1% | $3,046+42.3% |
| Admin fee / account holder | $48 | $105-54.0% | $8,175-99.4% | $91-46.6% |