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 GROUP5+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $37,199 |
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 | $19,099 | $86,332-77.9% | $125,175-84.7% | $65,185-70.7% |
| Participation rate | 90.3% | 75.3%+15.0pp | 79.8%+10.5pp | 70.2%+20.1pp |
| Annual return | 30.41% | 27.43%+3.0pp | 43.79%-13.4pp | 29.38%+1.0pp |
| Employer contribution / active EE | $1,431 | $2,040-29.8% | $3,865-63.0% | $2,177-34.3% |
| Participant deferral / active EE | $3,188 | $3,537-9.9% | $4,937-35.4% | $3,514-9.3% |
| Admin fee / account holder | $54 | $609-91.2% | $9,702-99.4% | $847-93.6% |