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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $41,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,348 | $37,044+14.3% | $71,796-41.0% | $57,658-26.6% |
| Participation rate | 21.5% | 61.1%-39.6pp | 69.1%-47.6pp | 70.2%-48.7pp |
| Annual return | 6.54% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,138 | $1,974-42.3% | $2,794-59.3% | $3,061-62.8% |
| Admin fee / account holder | $17 | $101-82.9% | $4,815-99.6% | $95-81.8% |