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... | $11,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,218 | $68,408-17.8% | $57,179-1.7% | $57,658-2.5% |
| Participation rate | 28.2% | 79.1%-50.9pp | 75.3%-47.1pp | 70.2%-42.0pp |
| Annual return | 7.71% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,092 | $2,903-27.9% | $3,096-32.4% | $3,061-31.7% |
| Admin fee / account holder | $146 | $70+109.9% | $3,139-95.3% | $95+54.7% |