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 9-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 | Direct payment from the plan; Claims ... | $36,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,265 | $29,546-65.3% | $56,441-81.8% | $77,671-86.8% |
| Participation rate | 66.0% | 32.7%+33.3pp | 52.5%+13.5pp | 70.6%-4.6pp |
| Annual return | 9.58% | 19.01%-9.4pp | 1704.21%-1694.6pp | 31.21%-21.6pp |
| Employer contribution / active EE | $301 | $568-47.1% | $1,039-71.1% | $2,726-89.0% |
| Participant deferral / active EE | $1,590 | $1,061+49.8% | $1,953-18.6% | $4,648-65.8% |
| Admin fee / account holder | $49 | $1,046-95.3% | $2,829-98.3% | $430-88.5% |