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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $67,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $15,389 | $56,095-72.6% | $178,490-91.4% | $90,288-83.0% |
| Participation rate | 22.3% | 65.6%-43.3pp | 81.9%-59.7pp | 73.4%-51.1pp |
| Annual return | 18.84% | 28.81%-10.0pp | 151.07%-132.2pp | 53.97%-35.1pp |
| Employer contribution / active EE | $211 | $1,572-86.6% | $5,011-95.8% | $2,524-91.6% |
| Participant deferral / active EE | $643 | $2,669-75.9% | $5,202-87.6% | $4,232-84.8% |
| Admin fee / account holder | $39 | $101-61.7% | $13,984-99.7% | $114-66.2% |