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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $73,182 |
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 | $54,375 | $52,208+4.2% | $86,612-37.2% | $74,419-26.9% |
| Participation rate | 34.1% | 66.3%-32.2pp | 71.7%-37.6pp | 70.7%-36.6pp |
| Annual return | 19.07% | 44.46%-25.4pp | 591.07%-572.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,405 | $2,282-38.4% | $3,022-53.5% | $2,637-46.7% |
| Participant deferral / active EE | $1,951 | $3,383-42.3% | $4,438-56.0% | $4,528-56.9% |
| Admin fee / account holder | $12 | $319-96.2% | $5,614-99.8% | $348-96.5% |