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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $23,459 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,007 | $58,264-69.1% | $86,612-79.2% | $71,457-74.8% |
| Participation rate | 56.6% | 65.0%-8.4pp | 71.7%-15.1pp | 67.9%-11.3pp |
| Annual return | 12.48% | 21.63%-9.2pp | 591.07%-578.6pp | 28.85%-16.4pp |
| Employer contribution / active EE | $668 | $2,574-74.0% | $3,022-77.9% | $2,588-74.2% |
| Participant deferral / active EE | $1,868 | $3,436-45.6% | $4,438-57.9% | $4,289-56.4% |
| Admin fee / account holder | $166 | $1,057-84.3% | $5,614-97.0% | $1,587-89.5% |