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 5-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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $17,423 |
Participant 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 | $18,091 | $85,713-78.9% | $86,677-79.1% | - |
| Participation rate | 72.7% | 72.2%+0.6pp | 76.6%-3.8pp | - |
| Annual return | -15.41% | -20.12%+4.7pp | 35.91%-51.3pp | - |
| Employer contribution / active EE | $1,108 | $1,789-38.0% | $2,836-60.9% | - |
| Participant deferral / active EE | $1,676 | $3,318-49.5% | $4,656-64.0% | - |
| Admin fee / account holder | $26 | $28,935-99.9% | $7,493-99.7% | - |