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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $118,351 |
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).
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 | $50,926 | $62,928-19.1% | $172,739-70.5% | $67,579-24.6% |
| Participation rate | 46.3% | 64.5%-18.2pp | 82.6%-36.4pp | 71.3%-25.0pp |
| Annual return | 5.96% | 30.36%-24.4pp | 802.84%-796.9pp | 378.56%-372.6pp |
| Employer contribution / active EE | $1,021 | $1,636-37.6% | $5,143-80.1% | $2,148-52.4% |
| Participant deferral / active EE | $1,893 | $2,145-11.8% | $5,198-63.6% | $3,539-46.5% |
| Admin fee / account holder | $26 | $167-84.2% | $13,954-99.8% | $142-81.4% |