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 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $36,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,375 | $62,127-23.7% | $81,382-41.8% | $74,495-36.4% |
| Participation rate | 62.7% | 64.0%-1.3pp | 69.5%-6.7pp | 67.2%-4.5pp |
| Annual return | 12.39% | 16.48%-4.1pp | 24.73%-12.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,094 | $1,882-41.9% | $2,463-55.6% | $2,623-58.3% |
| Participant deferral / active EE | $2,757 | $3,229-14.6% | $3,883-29.0% | $4,346-36.6% |
| Admin fee / account holder | $48 | $1,934-97.5% | $5,768-99.2% | $1,942-97.5% |