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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $10,226 |
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 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 | $13,395 | $60,349-77.8% | $74,183-81.9% | $62,891-78.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 24.43% | 21.37%+3.1pp | 17.74%+6.7pp | 20.14%+4.3pp |
| Employer contribution / active EE | $872 | $1,680-48.1% | $2,370-63.2% | $2,281-61.8% |
| Participant deferral / active EE | $403 | $2,856-85.9% | $3,550-88.6% | $3,203-87.4% |
| Admin fee / account holder | $8 | $4,261-99.8% | $5,586-99.9% | $4,296-99.8% |