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... | $11,326 |
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.
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 | $16,137 | $50,898-68.3% | $171,082-90.6% | $55,167-70.7% |
| Participation rate | 41.9% | 63.3%-21.4pp | 76.7%-34.8pp | 69.0%-27.1pp |
| Annual return | 6.78% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $972 | $2,994-67.5% | $4,797-79.7% | $3,054-68.2% |
| Admin fee / account holder | $187 | $500-62.5% | $8,520-97.8% | $504-62.8% |