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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $100,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $137,465 | $69,362+98.2% | $101,248+35.8% | $73,488+87.1% |
| Participation rate | 37.9% | 68.4%-30.4pp | 75.8%-37.9pp | 70.7%-32.7pp |
| Annual return | 17.74% | 18.46%-0.7pp | 46.47%-28.7pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,399 | $2,628-46.8% | $3,660-61.8% | $2,270-38.4% |
| Participant deferral / active EE | $3,537 | $3,300+7.2% | $4,370-19.1% | $3,740-5.4% |
| Admin fee / account holder | $48 | $704-93.1% | $5,945-99.2% | $513-90.6% |