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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $61,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,904 | $57,921-1.8% | $84,750-32.9% | $57,658-1.3% |
| Participation rate | 62.1% | 72.9%-10.9pp | 76.6%-14.5pp | 70.2%-8.1pp |
| Annual return | 6.11% | 10.24%-4.1pp | 22.78%-16.7pp | 5.13%+1.0pp |
| Employer contribution / active EE | $683 | $2,598-73.7% | $3,574-80.9% | $1,974-65.4% |
| Participant deferral / active EE | $3,695 | $2,742+34.7% | $3,712-0.5% | $3,061+20.7% |
| Admin fee / account holder | $10 | $130-92.6% | $5,332-99.8% | $95-89.9% |