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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $44,816 |
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.
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 | $30,008 | $84,936-64.7% | $111,297-73.0% | $79,386-62.2% |
| Participation rate | 80.8% | 75.9%+5.0pp | 77.3%+3.5pp | 70.7%+10.1pp |
| Annual return | 12.85% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $662 | $1,979-66.5% | $2,731-75.7% | $2,427-72.7% |
| Participant deferral / active EE | $1,585 | $3,888-59.2% | $4,487-64.7% | $4,046-60.8% |
| Admin fee / account holder | $9 | $537-98.3% | $7,964-99.9% | $626-98.5% |