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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $23,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,889 | $44,425-57.5% | $67,834-72.2% | $55,167-65.8% |
| Participation rate | 38.0% | 59.7%-21.7pp | 68.8%-30.8pp | 69.0%-30.9pp |
| Annual return | 5.66% | 17.80%-12.1pp | 138.47%-132.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,184 | $2,166-45.3% | $3,160-62.5% | $3,054-61.2% |
| Admin fee / account holder | $64 | $530-88.0% | $4,622-98.6% | $504-87.4% |