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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $36,567 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,062 | $89,652-31.9% | $141,162-56.7% | $65,185-6.3% |
| Participation rate | 76.8% | 74.7%+2.1pp | 82.5%-5.7pp | 70.2%+6.6pp |
| Annual return | 28.90% | 32.79%-3.9pp | 71.39%-42.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $3,575 | $3,065+16.6% | $4,735-24.5% | $2,177+64.2% |
| Participant deferral / active EE | $10,068 | $5,691+76.9% | $6,709+50.1% | $3,514+186.5% |
| Admin fee / account holder | $12 | $569-97.8% | $10,261-99.9% | $847-98.5% |