Filed January 12, 2022
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 | Direct payment from the plan; Custodi... | $39,078 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,008 |
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 | $58,698 | $62,688-6.4% | $178,014-67.0% | $77,671-24.4% |
| Participation rate | 47.2% | 66.9%-19.6pp | 77.1%-29.8pp | 70.6%-23.3pp |
| Annual return | 13.10% | 16.16%-3.1pp | 294.80%-281.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,493 | $1,912-21.9% | $3,950-62.2% | $2,726-45.2% |
| Participant deferral / active EE | $3,029 | $4,224-28.3% | $6,276-51.7% | $4,648-34.8% |
| Admin fee / account holder | $258 | $386-33.2% | $10,362-97.5% | $430-40.1% |