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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,665 |
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 | $45,869 | $47,722-3.9% | $82,719-44.5% | $64,808-29.2% |
| Participation rate | 39.9% | 67.6%-27.8pp | 72.6%-32.7pp | 71.5%-31.6pp |
| Annual return | -15.43% | -13.05%-2.4pp | 701.18%-716.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,099 | $2,179-49.6% | $3,009-63.5% | $2,506-56.2% |
| Participant deferral / active EE | $2,078 | $3,329-37.6% | $4,395-52.7% | $4,310-51.8% |
| Admin fee / account holder | $21 | $143-85.1% | $5,329-99.6% | $188-88.7% |