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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $31,294 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,494 | $43,113-94.2% | $82,719-97.0% | $77,904-96.8% |
| Participation rate | 17.3% | 63.8%-46.6pp | 72.6%-55.3pp | 73.7%-56.4pp |
| Annual return | -2.14% | 2.60%-4.7pp | 701.18%-703.3pp | 12.21%-14.3pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $91 | $3,057-97.0% | $4,395-97.9% | $4,806-98.1% |
| Admin fee / account holder | $40 | $102-60.7% | $5,329-99.2% | $133-69.7% |