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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $31,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,238 | $58,726-23.0% | $92,233-51.0% | $62,292-27.4% |
| Participation rate | 37.4% | 68.3%-31.0pp | 76.5%-39.1pp | 69.5%-32.1pp |
| Annual return | 15.82% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $182 | $2,392-92.4% | $3,679-95.0% | $2,042-91.1% |
| Participant deferral / active EE | $2,056 | $2,766-25.6% | $3,897-47.2% | $3,169-35.1% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.7% |