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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $70,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,439 | $48,471-53.7% | $182,532-87.7% | $67,579-66.8% |
| Participation rate | 28.7% | 67.2%-38.5pp | 78.0%-49.3pp | 71.3%-42.6pp |
| Annual return | -4.74% | 31.08%-35.8pp | 148.54%-153.3pp | 378.56%-383.3pp |
| Employer contribution / active EE | $165 | $1,461-88.7% | $4,076-95.9% | $2,148-92.3% |
| Participant deferral / active EE | $1,342 | $3,324-59.6% | $5,524-75.7% | $3,539-62.1% |
| Admin fee / account holder | $31 | $151-79.2% | $8,592-99.6% | $142-77.9% |