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 7-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... | $18,126 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,242 | $58,879-86.0% | $178,490-95.4% | $73,488-88.8% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 4.62% | 24.86%-20.2pp | 151.07%-146.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $1,613 | $2,236-27.9% | $5,011-67.8% | $2,270-28.9% |
| Participant deferral / active EE | $3,314 | $2,567+29.1% | $5,202-36.3% | $3,740-11.4% |
| Admin fee / account holder | $80 | $400-80.1% | $13,984-99.4% | $513-84.5% |