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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $23,887 |
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 | $21,094 | $46,297-54.4% | $71,671-70.6% | $62,292-66.1% |
| Participation rate | 41.7% | 60.6%-19.0pp | 68.7%-27.1pp | 69.5%-27.8pp |
| Annual return | 13.28% | 22.32%-9.0pp | 20.65%-7.4pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,205 | $2,235-46.1% | $3,438-64.9% | $3,169-62.0% |
| Admin fee / account holder | $64 | $461-86.1% | $5,558-98.8% | $479-86.7% |