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 6-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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $11,656 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,104 | $69,362-75.3% | $101,248-83.1% | $73,488-76.7% |
| Participation rate | 85.7% | 68.4%+17.3pp | 75.8%+9.9pp | 70.7%+15.0pp |
| Annual return | 18.90% | 18.46%+0.4pp | 46.47%-27.6pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,761 | $2,628-33.0% | $3,660-51.9% | $2,270-22.4% |
| Participant deferral / active EE | $4,023 | $3,300+21.9% | $4,370-8.0% | $3,740+7.6% |
| Admin fee / account holder | $49 | $704-93.1% | $5,945-99.2% | $513-90.5% |