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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $32,395 |
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 | $46,989 | $46,745+0.5% | $60,547-22.4% | $52,331-10.2% |
| Participation rate | 65.1% | 58.6%+6.5pp | 68.0%-2.9pp | 68.1%-3.0pp |
| Annual return | 3.35% | 0.61%+2.7pp | 335.64%-332.3pp | 4.54%-1.2pp |
| Employer contribution / active EE | $900 | $1,259-28.5% | $2,419-62.8% | $1,882-52.1% |
| Participant deferral / active EE | $2,639 | $2,145+23.1% | $3,328-20.7% | $3,022-12.7% |
| Admin fee / account holder | $14 | $537-97.4% | $4,536-99.7% | $592-97.7% |