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 6-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; Direct payment fro... | $50,970 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,017 | $62,127-6.6% | $81,382-28.7% | $74,495-22.1% |
| Participation rate | 56.5% | 64.0%-7.5pp | 69.5%-13.0pp | 67.2%-10.7pp |
| Annual return | 15.91% | 16.48%-0.6pp | 24.73%-8.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,098 | $1,882-41.7% | $2,463-55.4% | $2,623-58.1% |
| Participant deferral / active EE | $2,523 | $3,229-21.8% | $3,883-35.0% | $4,346-41.9% |
| Admin fee / account holder | $42 | $1,934-97.8% | $5,768-99.3% | $1,942-97.8% |