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 7-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $193,440 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,082 | $122,186-72.1% | $146,958-76.8% | $199,593-82.9% |
| Participation rate | 86.3% | 78.3%+8.0pp | 82.2%+4.2pp | 72.0%+14.4pp |
| Annual return | 15.51% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $526 | $4,093-87.1% | $4,933-89.3% | $3,034-82.7% |
| Participant deferral / active EE | $3,930 | $8,502-53.8% | $8,070-51.3% | $5,087-22.7% |
| Admin fee / account holder | $39 | $179-78.2% | $12,998-99.7% | $269-85.5% |