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; Recordkeeping and ... | $98,112 |
Employer contribution per participant 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 | $25,704 | $35,485-27.6% | $74,550-65.5% | $55,725-53.9% |
| Participation rate | 72.3% | 62.5%+9.7pp | 69.1%+3.1pp | 70.9%+1.4pp |
| Annual return | -6.24% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $13 | $777-98.4% | $1,961-99.4% | $2,078-99.4% |
| Participant deferral / active EE | $1,011 | $2,181-53.6% | $3,108-67.5% | $3,356-69.9% |
| Admin fee / account holder | $20 | $114-82.1% | $5,060-99.6% | $115-82.3% |