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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $93,838 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,600 | $42,353+10.0% | $79,550-41.4% | $64,808-28.1% |
| Participation rate | 35.7% | 64.8%-29.1pp | 69.5%-33.8pp | 71.5%-35.8pp |
| Annual return | -21.39% | -12.24%-9.2pp | 0.16%-21.6pp | 32.82%-54.2pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,438 | $3,170+8.5% | $3,985-13.7% | $4,310-20.2% |
| Admin fee / account holder | $17 | $160-89.5% | $6,832-99.8% | $188-91.0% |