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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $33,028 |
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).
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 | $39,170 | $31,424+24.7% | $81,478-51.9% | $69,631-43.7% |
| Participation rate | 22.2% | 50.8%-28.7pp | 68.0%-45.8pp | 70.7%-48.5pp |
| Annual return | 14.79% | 22.44%-7.7pp | 38.78%-24.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $442 | $1,029-57.1% | $2,568-82.8% | $2,032-78.3% |
| Participant deferral / active EE | $1,186 | $1,838-35.5% | $3,537-66.5% | $3,224-63.2% |
| Admin fee / account holder | $55 | $103-46.3% | $4,561-98.8% | $110-50.1% |