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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $43,255 |
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 | $36,804 | $48,576-24.2% | $169,463-78.3% | $56,287-34.6% |
| Participation rate | 60.2% | 65.8%-5.6pp | 77.8%-17.6pp | 69.9%-9.6pp |
| Annual return | -6.67% | -2.51%-4.2pp | 1.83%-8.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $517 | $1,559-66.9% | $4,159-87.6% | $2,111-75.5% |
| Participant deferral / active EE | $2,918 | $3,275-10.9% | $5,277-44.7% | $3,350-12.9% |
| Admin fee / account holder | $60 | $435-86.1% | $9,109-99.3% | $521-88.4% |