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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $36,306 |
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 | $73,427 | $42,772+71.7% | $87,507-16.1% | $55,167+33.1% |
| Participation rate | 67.5% | 66.5%+1.0pp | 73.8%-6.3pp | 69.0%-1.5pp |
| Annual return | 3.43% | 21.20%-17.8pp | 12.21%-8.8pp | 169.23%-165.8pp |
| Employer contribution / active EE | $1,360 | $1,277+6.6% | $2,550-46.6% | $1,963-30.7% |
| Participant deferral / active EE | $1,585 | $2,342-32.3% | $3,149-49.7% | $3,054-48.1% |
| Admin fee / account holder | $181 | $461-60.7% | $4,221-95.7% | $504-64.1% |