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; Custodial (other t... | $46,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,553 | $44,221-78.4% | $121,196-92.1% | $56,287-83.0% |
| Participation rate | 83.2% | 61.1%+22.1pp | 71.7%+11.4pp | 69.9%+13.3pp |
| Annual return | -4.53% | -3.58%-1.0pp | 16.93%-21.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $404 | $1,480-72.7% | $4,022-90.0% | $2,111-80.9% |
| Participant deferral / active EE | $1,221 | $2,521-51.6% | $3,344-63.5% | $3,350-63.6% |
| Admin fee / account holder | $90 | $480-81.2% | $5,019-98.2% | $521-82.6% |