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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,054 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,558 |
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 | $39,345 | $47,126-16.5% | $149,673-73.7% | $74,419-47.1% |
| Participation rate | 52.6% | 63.4%-10.8pp | 78.8%-26.2pp | 70.7%-18.1pp |
| Annual return | 15.42% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,386 | $1,905-27.3% | $4,818-71.2% | $2,637-47.5% |
| Participant deferral / active EE | $2,595 | $2,728-4.9% | $5,680-54.3% | $4,528-42.7% |
| Admin fee / account holder | $231 | $343-32.5% | $13,210-98.2% | $348-33.5% |