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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,989 |
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 | $34,221 | $31,109+10.0% | $67,711-49.5% | $52,331-34.6% |
| Participation rate | 30.9% | 54.0%-23.1pp | 67.5%-36.7pp | 68.1%-37.3pp |
| Annual return | 2.00% | 23.70%-21.7pp | 25.41%-23.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $573 | $1,076-46.8% | $2,559-77.6% | $1,882-69.6% |
| Participant deferral / active EE | $1,516 | $1,970-23.1% | $3,585-57.7% | $3,022-49.8% |
| Admin fee / account holder | $38 | $466-91.9% | $4,255-99.1% | $592-93.6% |