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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $31,291 |
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 | $9,237 | $60,165-84.6% | $74,183-87.5% | $55,167-83.3% |
| Participation rate | 64.2% | 74.2%-9.9pp | 76.6%-12.4pp | 69.0%-4.8pp |
| Annual return | 6.76% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $965 | $1,600-39.7% | $2,370-59.3% | $1,963-50.8% |
| Participant deferral / active EE | $1,104 | $2,973-62.9% | $3,550-68.9% | $3,054-63.8% |
| Admin fee / account holder | $36 | $419-91.4% | $5,586-99.4% | $504-92.9% |