Filed January 29, 2019
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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $74,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,071 | $58,290-3.8% | $98,442-43.0% | $86,799-35.4% |
| Participation rate | 36.9% | 68.3%-31.5pp | 73.3%-36.5pp | 72.3%-35.4pp |
| Annual return | 14.73% | 43.48%-28.8pp | 1492.73%-1478.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $986 | $2,008-50.9% | $2,960-66.7% | $2,405-59.0% |
| Participant deferral / active EE | $1,893 | $3,152-40.0% | $4,276-55.7% | $4,131-54.2% |
| Admin fee / account holder | $6 | $138-95.3% | $5,949-99.9% | $170-96.2% |