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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $29,303 |
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).
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 | $63,563 | $51,466+23.5% | $78,778-19.3% | $62,292+2.0% |
| Participation rate | 45.4% | 59.8%-14.4pp | 69.2%-23.8pp | 69.5%-24.1pp |
| Annual return | 18.04% | 19.96%-1.9pp | 35.62%-17.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,175 | $2,147+1.3% | $2,958-26.5% | $3,169-31.4% |
| Admin fee / account holder | $18 | $489-96.3% | $5,134-99.6% | $479-96.2% |