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... | $71,578 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,784 | $37,196-73.7% | $154,107-93.7% | $55,725-82.4% |
| Participation rate | 92.3% | 64.1%+28.2pp | 83.0%+9.3pp | 70.9%+21.5pp |
| Annual return | -7.62% | 1319.68%-1327.3pp | 735.12%-742.7pp | 244.93%-252.5pp |
| Employer contribution / active EE | $791 | $1,614-51.0% | $5,298-85.1% | $2,078-61.9% |
| Participant deferral / active EE | $1,619 | $2,068-21.7% | $5,081-68.1% | $3,356-51.8% |
| Admin fee / account holder | $16 | $102-84.3% | $13,411-99.9% | $115-86.1% |