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 | Direct payment from the plan; Claims ... | $11,613 |
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 | $38,622 | $53,925-28.4% | $75,670-49.0% | $69,631-44.5% |
| Participation rate | 56.0% | 71.2%-15.2pp | 72.3%-16.3pp | 70.7%-14.7pp |
| Annual return | 16.28% | 17.84%-1.6pp | 27.34%-11.1pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $569 | $1,802-68.4% | $2,352-75.8% | $2,032-72.0% |
| Participant deferral / active EE | $1,995 | $2,569-22.4% | $3,142-36.5% | $3,224-38.1% |
| Admin fee / account holder | $33 | $97-66.0% | $5,800-99.4% | $110-70.1% |