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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $61,339 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,425 | $42,353+113.5% | $79,550+13.7% | $64,808+39.5% |
| Participation rate | 28.8% | 64.8%-36.0pp | 69.5%-40.7pp | 71.5%-42.7pp |
| Annual return | -19.09% | -12.24%-6.9pp | 0.16%-19.3pp | 32.82%-51.9pp |
| Employer contribution / active EE | $491 | $1,181-58.4% | $2,413-79.7% | $2,506-80.4% |
| Participant deferral / active EE | $1,164 | $3,170-63.3% | $3,985-70.8% | $4,310-73.0% |
| Admin fee / account holder | $41 | $160-74.2% | $6,832-99.4% | $188-78.1% |