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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $49,008 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,429 | $46,966-33.1% | $185,117-83.0% | $69,631-54.9% |
| Participation rate | 86.2% | 65.3%+21.0pp | 77.3%+9.0pp | 70.7%+15.5pp |
| Annual return | 12.44% | 22.36%-9.9pp | 40.50%-28.1pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,271 | $3,017+8.4% | $5,045-35.2% | $3,224+1.5% |
| Admin fee / account holder | $19 | $94-80.0% | $8,159-99.8% | $110-83.0% |