Filed April 30, 2025
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 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $19,489 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,390 | $78,485-62.6% | $106,213-72.3% | $74,495-60.5% |
| Participation rate | 94.2% | 72.8%+21.4pp | 75.3%+18.9pp | 67.2%+27.0pp |
| Annual return | 12.33% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $393 | $2,523-84.4% | $3,171-87.6% | $2,623-85.0% |
| Participant deferral / active EE | $3,908 | $4,322-9.6% | $5,016-22.1% | $4,346-10.1% |
| Admin fee / account holder | $139 | $2,232-93.8% | $11,033-98.7% | $1,942-92.8% |