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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $40,805 |
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.
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 | $84,040 | $65,041+29.2% | $90,951-7.6% | $79,858+5.2% |
| Participation rate | 42.7% | 61.6%-18.9pp | 69.0%-26.3pp | 69.6%-26.9pp |
| Annual return | 13.40% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $208 | $1,247-83.3% | $2,122-90.2% | $2,471-91.6% |
| Participant deferral / active EE | $2,530 | $2,512+0.7% | $3,373-25.0% | $3,740-32.4% |
| Admin fee / account holder | $94 | $4,536-97.9% | $5,959-98.4% | $5,306-98.2% |