Filed November 27, 2019
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 | Direct payment from the plan; Custodi... | $34,578 |
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 | $33,523 | $47,977-30.1% | $154,107-78.2% | $56,287-40.4% |
| Participation rate | 43.8% | 66.2%-22.4pp | 83.0%-39.3pp | 69.9%-26.1pp |
| Annual return | -4.35% | 3.54%-7.9pp | 735.12%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $610 | $2,169-71.9% | $5,298-88.5% | $2,111-71.1% |
| Participant deferral / active EE | $1,741 | $2,392-27.2% | $5,081-65.7% | $3,350-48.0% |
| Admin fee / account holder | $293 | $438-33.2% | $13,411-97.8% | $521-43.8% |