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 ... | $22,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $985 | $177,276-99.4% | $86,590-98.9% | $177,276-99.4% |
| Participation rate | 13.9% | 74.8%-60.9pp | 73.5%-59.6pp | 74.8%-60.9pp |
| Annual return | 29.42% | 21.25%+8.2pp | 964.84%-935.4pp | 21.25%+8.2pp |
| Employer contribution / active EE | $0 | $2,479-100.0% | $2,839-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $46 | $3,881-98.8% | $3,609-98.7% | $3,881-98.8% |
| Admin fee / account holder | $23 | $154-85.3% | $4,906-99.5% | $154-85.3% |