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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $83,199 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,178 | $62,928-66.3% | $172,739-87.7% | $67,579-68.7% |
| Participation rate | 70.0% | 64.5%+5.6pp | 82.6%-12.6pp | 71.3%-1.2pp |
| Annual return | 19.02% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $1,181 | $1,636-27.8% | $5,143-77.0% | $2,148-45.0% |
| Participant deferral / active EE | $1,952 | $2,145-9.0% | $5,198-62.4% | $3,539-44.8% |
| Admin fee / account holder | $124 | $167-25.6% | $13,954-99.1% | $142-12.9% |