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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $60,796 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,865 | $77,503-21.5% | $100,391-39.4% | $80,856-24.7% |
| Participation rate | 82.5% | 76.9%+5.5pp | 81.5%+1.0pp | 67.6%+14.8pp |
| Annual return | 23.95% | 37.20%-13.2pp | 49.20%-25.3pp | 35.59%-11.6pp |
| Employer contribution / active EE | $1,134 | $2,801-59.5% | $3,942-71.2% | $2,755-58.8% |
| Participant deferral / active EE | $2,023 | $6,820-70.3% | $8,082-75.0% | $4,296-52.9% |
| Admin fee / account holder | $82 | $5,897-98.6% | $7,899-99.0% | $6,918-98.8% |