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... | $67,746 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,384 | $52,884+10.4% | $84,750-31.1% | $55,167+5.8% |
| Participation rate | 88.4% | 67.5%+20.9pp | 76.6%+11.8pp | 69.0%+19.4pp |
| Annual return | -2.15% | 18.03%-20.2pp | 22.78%-24.9pp | 169.23%-171.4pp |
| Employer contribution / active EE | $3,802 | $2,233+70.2% | $3,574+6.4% | $1,963+93.7% |
| Participant deferral / active EE | $1,425 | $2,644-46.1% | $3,712-61.6% | $3,054-53.3% |
| Admin fee / account holder | $65 | $581-88.9% | $5,332-98.8% | $504-87.2% |