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; Custodial (other t... | $22,146 |
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).
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 | $15,863 | $41,854-62.1% | $73,843-78.5% | $52,331-69.7% |
| Participation rate | 67.5% | 66.2%+1.3pp | 73.4%-5.9pp | 68.1%-0.6pp |
| Annual return | 0.45% | 2.11%-1.7pp | 2267.84%-2267.4pp | 4.54%-4.1pp |
| Employer contribution / active EE | $549 | $1,920-71.4% | $2,787-80.3% | $1,882-70.8% |
| Participant deferral / active EE | $1,846 | $2,498-26.1% | $3,583-48.5% | $3,022-38.9% |
| Admin fee / account holder | $74 | $493-85.0% | $4,880-98.5% | $592-87.5% |