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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $11,369 |
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 | $49,914 | $61,473-18.8% | $81,930-39.1% | $73,409-32.0% |
| Participation rate | 55.7% | 72.4%-16.7pp | 72.0%-16.3pp | 72.2%-16.5pp |
| Annual return | 16.13% | 28.26%-12.1pp | 29.49%-13.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $582 | $1,898-69.4% | $4,310-86.5% | $2,234-74.0% |
| Participant deferral / active EE | $2,156 | $3,080-30.0% | $7,107-69.7% | $3,805-43.3% |
| Admin fee / account holder | $25 | $125-80.0% | $5,158-99.5% | $158-84.1% |