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 | Claims processing; Direct payment fro... | $21,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,315 | $62,928-67.7% | $172,739-88.2% | $67,579-69.9% |
| Participation rate | 61.0% | 64.5%-3.4pp | 82.6%-21.6pp | 71.3%-10.2pp |
| Annual return | 9.76% | 30.36%-20.6pp | 802.84%-793.1pp | 378.56%-368.8pp |
| Employer contribution / active EE | $2,469 | $1,636+50.9% | $5,143-52.0% | $2,148+15.0% |
| Participant deferral / active EE | $1,227 | $2,145-42.8% | $5,198-76.4% | $3,539-65.3% |
| Admin fee / account holder | $112 | $167-32.5% | $13,954-99.2% | $142-21.0% |