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 GROUP1 year Service code 12 · EIN 93-1253567 | Direct payment from the plan; Claims ... | $2,048 |
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.
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 | $17,243 | $52,293-67.0% | $178,490-90.3% | $73,409-76.5% |
| Participation rate | 65.8% | 65.3%+0.5pp | 81.9%-16.1pp | 72.2%-6.4pp |
| Annual return | 1.78% | 34.75%-33.0pp | 151.07%-149.3pp | 59.29%-57.5pp |
| Employer contribution / active EE | $1,577 | $1,735-9.1% | $5,011-68.5% | $2,234-29.4% |
| Participant deferral / active EE | $1,016 | $2,332-56.4% | $5,202-80.5% | $3,805-73.3% |
| Admin fee / account holder | $49 | $127-61.4% | $13,984-99.6% | $158-68.9% |