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 | Claims processing; Direct payment fro... | $6,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,918 | $53,412-30.9% | $68,509-46.1% | $52,331-29.5% |
| Participation rate | 67.8% | 71.7%-3.9pp | 74.7%-6.9pp | 68.1%-0.3pp |
| Annual return | -2.49% | 3.42%-5.9pp | 8.27%-10.8pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,351 | $1,607-15.9% | $2,278-40.7% | $1,882-28.2% |
| Participant deferral / active EE | $1,464 | $2,688-45.5% | $3,382-56.7% | $3,022-51.5% |
| Admin fee / account holder | $243 | $461-47.3% | $5,275-95.4% | $592-59.0% |