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 6-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; Direct payment fro... | $48,074 |
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 | $37,853 | $50,199-24.6% | $70,092-46.0% | $66,914-43.4% |
| Participation rate | 59.5% | 66.3%-6.9pp | 70.5%-11.0pp | 69.8%-10.3pp |
| Annual return | -16.30% | -13.85%-2.5pp | 190.73%-207.0pp | 1.58%-17.9pp |
| Employer contribution / active EE | $971 | $1,864-47.9% | $2,559-62.1% | $2,544-61.8% |
| Participant deferral / active EE | $2,318 | $3,112-25.5% | $3,849-39.8% | $4,237-45.3% |
| Admin fee / account holder | $36 | $600-93.9% | $6,267-99.4% | $593-93.9% |