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 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Recordkeeping and ... | $28,265 |
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 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 | $41,140 | $55,453-25.8% | $170,442-75.9% | $62,292-34.0% |
| Participation rate | 35.8% | 66.4%-30.5pp | 83.6%-47.8pp | 69.5%-33.7pp |
| Annual return | 17.18% | 21.38%-4.2pp | 205.93%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $791 | $2,164-63.4% | $5,433-85.4% | $2,042-61.3% |
| Participant deferral / active EE | $1,050 | $2,303-54.4% | $4,939-78.7% | $3,169-66.9% |
| Admin fee / account holder | $21 | $455-95.4% | $13,880-99.8% | $479-95.6% |