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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $159,881 |
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 | $70,450 | $95,776-26.4% | $162,163-56.6% | $77,787-9.4% |
| Participation rate | 98.9% | 88.6%+10.2pp | 87.6%+11.3pp | 73.2%+25.6pp |
| Annual return | 25.15% | 37.03%-11.9pp | 115.59%-90.4pp | 32.57%-7.4pp |
| Employer contribution / active EE | $4,565 | $3,874+17.8% | $5,614-18.7% | $2,504+82.3% |
| Participant deferral / active EE | $6,253 | $6,125+2.1% | $7,298-14.3% | $3,967+57.6% |
| Admin fee / account holder | $30 | $88-66.1% | $10,843-99.7% | $100-70.3% |