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 5-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... | $69,741 |
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 | $9,637 | $55,415-82.6% | $155,509-93.8% | $74,495-87.1% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.3pp | 67.2%+23.3pp |
| Annual return | 11.57% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,554 | $2,267+56.8% | $4,672-23.9% | $2,623+35.5% |
| Participant deferral / active EE | $3,822 | $2,836+34.8% | $5,626-32.1% | $4,346-12.0% |
| Admin fee / account holder | $173 | $1,738-90.0% | $15,912-98.9% | $1,942-91.1% |