See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $25,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,940 | $64,119-56.4% | $112,228-75.1% | $66,914-58.2% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.1%-9.7pp | 69.8%-4.4pp |
| Annual return | -15.56% | -13.81%-1.8pp | 27.45%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $568 | $3,005-81.1% | $3,635-84.4% | $2,544-77.7% |
| Participant deferral / active EE | $3,940 | $3,693+6.7% | $4,728-16.7% | $4,237-7.0% |
| Admin fee / account holder | $214 | $625-65.8% | $6,410-96.7% | $593-64.0% |