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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $14,048 |
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 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 | $76,925 | $54,390+41.4% | $117,039-34.3% | $69,631+10.5% |
| Participation rate | 56.7% | 58.5%-1.9pp | 77.2%-20.5pp | 70.7%-14.0pp |
| Annual return | 16.09% | 18.33%-2.2pp | 18.95%-2.9pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $164 | $1,357-87.9% | $3,785-95.7% | $2,032-91.9% |
| Participant deferral / active EE | $3,485 | $2,076+67.9% | $3,929-11.3% | $3,224+8.1% |
| Admin fee / account holder | $48 | $98-51.0% | $5,974-99.2% | $110-56.6% |