See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $65,504 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,427 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,916 | $50,458-34.8% | $159,960-79.4% | $64,808-49.2% |
| Participation rate | 37.5% | 68.0%-30.5pp | 78.0%-40.5pp | 71.5%-34.0pp |
| Annual return | 8.22% | -13.42%+21.6pp | 408.60%-400.4pp | 32.82%-24.6pp |
| Employer contribution / active EE | $268 | $1,722-84.4% | $4,226-93.7% | $2,506-89.3% |
| Participant deferral / active EE | $2,214 | $4,004-44.7% | $6,182-64.2% | $4,310-48.6% |
| Admin fee / account holder | $98 | $706-86.2% | $8,698-98.9% | $188-47.9% |