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 10-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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $16,171 |
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 | $85,685 | $66,124+29.6% | $90,404-5.2% | $73,488+16.6% |
| Participation rate | 65.0% | 69.7%-4.7pp | 72.7%-7.7pp | 70.7%-5.7pp |
| Annual return | 12.48% | 17.65%-5.2pp | 1293.02%-1280.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,660 | $3,039+86.3% | $3,963+42.8% | $3,740+51.4% |
| Admin fee / account holder | $116 | $396-70.7% | $5,611-97.9% | $513-77.4% |