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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $54,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,444 | $59,263+12.1% | $96,562-31.2% | $79,386-16.3% |
| Participation rate | 62.1% | 61.9%+0.2pp | 69.8%-7.7pp | 70.7%-8.6pp |
| Annual return | 15.82% | 27.07%-11.3pp | 37.78%-22.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $546 | $1,216-55.1% | $2,356-76.8% | $2,427-77.5% |
| Participant deferral / active EE | $3,844 | $2,948+30.4% | $3,849-0.1% | $4,046-5.0% |
| Admin fee / account holder | $12 | $658-98.2% | $6,181-99.8% | $626-98.1% |