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 Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,734 | $95,274-90.8% | $135,903-93.6% | $74,419-88.3% |
| Participation rate | 49.9% | 78.2%-28.3pp | 81.9%-32.0pp | 70.7%-20.8pp |
| Annual return | 20.39% | 32.77%-12.4pp | 68.23%-47.8pp | 34.38%-14.0pp |
| Employer contribution / active EE | $637 | $3,874-83.6% | $4,856-86.9% | $2,637-75.9% |
| Participant deferral / active EE | $4,797 | $7,782-38.4% | $7,758-38.2% | $4,528+5.9% |
| Admin fee / account holder | $112 | $266-57.9% | $10,762-99.0% | $348-67.8% |