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 GROUP5 years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $130,647 |
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 | $17,582 | $82,917-78.8% | $103,333-83.0% | $77,643-77.4% |
| Participation rate | 83.0% | 71.6%+11.5pp | 74.5%+8.5pp | 70.6%+12.5pp |
| Annual return | 15.24% | 19.13%-3.9pp | 24.88%-9.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $995 | $3,552-72.0% | $3,868-74.3% | $2,726-63.5% |
| Participant deferral / active EE | $2,881 | $4,108-29.9% | $5,057-43.0% | $4,647-38.0% |
| Admin fee / account holder | $64 | $638-90.0% | $8,355-99.2% | $430-85.1% |