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 | Direct payment from the plan; Claims ... | $43,888 |
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 | $41,147 | $45,324-9.2% | $122,332-66.4% | $69,631-40.9% |
| Participation rate | 61.1% | 59.9%+1.2pp | 71.6%-10.5pp | 70.7%-9.6pp |
| Annual return | 19.25% | 25.35%-6.1pp | 30.27%-11.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,504 | $1,230+22.3% | $4,050-62.9% | $2,032-26.0% |
| Participant deferral / active EE | $1,771 | $2,367-25.2% | $3,287-46.1% | $3,224-45.1% |
| Admin fee / account holder | $98 | $87+12.6% | $5,478-98.2% | $110-11.3% |