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; Recordkeeping and ... | $14,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,558 | $44,873-78.7% | $79,464-88.0% | $56,287-83.0% |
| Participation rate | 48.3% | 68.7%-20.5pp | 73.3%-25.1pp | 69.9%-21.6pp |
| Annual return | -4.02% | 0.81%-4.8pp | 718.14%-722.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $971 | $2,746-64.6% | $3,704-73.8% | $3,350-71.0% |
| Admin fee / account holder | $58 | $418-86.2% | $5,113-98.9% | $521-88.9% |