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... | $15,529 |
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 | $40,812 | $55,453-26.4% | $170,442-76.1% | $62,292-34.5% |
| Participation rate | 18.4% | 66.4%-47.9pp | 83.6%-65.2pp | 69.5%-51.1pp |
| Annual return | 16.10% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $469 | $2,164-78.3% | $5,433-91.4% | $2,042-77.0% |
| Participant deferral / active EE | $1,140 | $2,303-50.5% | $4,939-76.9% | $3,169-64.0% |
| Admin fee / account holder | $74 | $455-83.7% | $13,880-99.5% | $479-84.5% |