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 | Claims processing; Recordkeeping and ... | $23,639 |
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.
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 | $19,758 | $64,909-69.6% | $82,313-76.0% | $62,292-68.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.85% | 21.18%-0.3pp | 25.88%-5.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,439 | $1,676-14.1% | $2,428-40.7% | $2,042-29.5% |
| Participant deferral / active EE | $1,287 | $3,103-58.5% | $3,706-65.3% | $3,169-59.4% |
| Admin fee / account holder | $20 | $440-95.6% | $5,608-99.7% | $479-95.9% |