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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $26,668 |
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 | $76,233 | $88,042-13.4% | $138,135-44.8% | $79,858-4.5% |
| Participation rate | 66.2% | 71.4%-5.2pp | 78.7%-12.5pp | 69.6%-3.5pp |
| Annual return | 13.28% | 20.58%-7.3pp | 20.51%-7.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,162 | $4,704-32.8% | $6,431-50.8% | $3,740-15.5% |
| Admin fee / account holder | $25 | $7,791-99.7% | $11,856-99.8% | $5,306-99.5% |