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 9-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 | Claims processing; Direct payment fro... | $6,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,124 | $37,196-78.2% | $154,107-94.7% | $55,725-85.4% |
| Participation rate | 25.6% | 64.1%-38.5pp | 83.0%-57.5pp | 70.9%-45.3pp |
| Annual return | -6.32% | 1319.68%-1326.0pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $770 | $2,068-62.8% | $5,081-84.9% | $3,356-77.1% |
| Admin fee / account holder | $48 | $102-52.5% | $13,411-99.6% | $115-58.1% |