See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $9,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,019 | $31,679-36.8% | $74,701-73.2% | $65,185-69.3% |
| Participation rate | 56.7% | 40.4%+16.4pp | 54.5%+2.2pp | 70.2%-13.5pp |
| Annual return | 20.33% | 39.04%-18.7pp | 752.92%-732.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $578 | $566+2.1% | $1,084-46.7% | $2,177-73.4% |
| Participant deferral / active EE | $766 | $1,191-35.6% | $1,964-61.0% | $3,514-78.2% |
| Admin fee / account holder | $73 | $379-80.7% | $3,333-97.8% | $847-91.4% |