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 GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $40,883 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,028 | $46,292-11.4% | $143,757-71.5% | $64,808-36.7% |
| Participation rate | 45.6% | 64.2%-18.6pp | 80.3%-34.7pp | 71.5%-25.9pp |
| Annual return | -15.78% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,193 | $1,910-37.5% | $4,951-75.9% | $2,506-52.4% |
| Participant deferral / active EE | $2,244 | $2,646-15.2% | $5,637-60.2% | $4,310-47.9% |
| Admin fee / account holder | $272 | $154+76.6% | $14,673-98.1% | $188+44.6% |